Tisco – A Bright Bank in a Dim Rate World
The Fed’s comments may be a surprise to many, but we hope not to our readers. Granular US bank data has indicated for some time, that rising rates...
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Thailand – KTC Defies the Sceptics
Krungthai Card (KTC TB) shows all too clearly how to keep profit growth high, rising from 20%, to 33% and to 56%, from 2016 through 2018. There are...
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The Week that Was In ASEAN@Smartkarma - Indonesian Politics, PhilippineTelcos, and Petroleum
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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The Week that Was in ASEAN@Smartkarma - Turning Points, Weakening Currencies, and Water Treatment
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
351 Views