The Week that Was in ASEAN@Smartkarma - Booming Thailand, Department Stores, and Hospitals
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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TRADE IDEA - First Pacific Stub (142 HK): Taming the Beast
The history of First Pacific Co (142 HK) is a fascinating saga wrought with cronyism, deception and political turmoil. From its founding in 1981 by...
1.2k Views
StubWorld: First Pac Craters on Downgrade; Great Eagle at Extreme Levels
This week in StubWorld ... First Pacific Co (142 HK) takes a beating as one of two brokers covering the company downgrades. Great Eagle...
529 Views
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...
322 Views
Philippines Telcos: Waiting for a Third Operator, or Not.
While the Philippine telecom market continues to show solid growth, investor focus remains on the risk of a third entrant. On that front,...
468 Views