The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
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The Autobot Update (November): Thai Car Exports in New Heights!
Though our own family office has been selling virtually all our holdings in Somboon Advance Technology P (SAT TB)into the recent strength (&...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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The Best of August / September Company Visits
We visited almost 30 companies during the past two months, and the five favorite for this quarter would be Forth, Erawan, Ananda, THREL (ThaiRe...
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The Autobot Update (October): Honda Steals Toyota's Crown
While Toyota remains the top car maker in Thailand, it no longer dominates any particular segment. Honda now produces more passenger cars than...
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