Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
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The Week that Was in ASEAN@Smartkarma - Thailand's Election, Philippine Banks, and Data Junkies
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #21: Bremain, TMB Rights Issue
These are the five developments/news flows/trends and their potential impact on Thai equities you should be aware of in recent weeks: Reversing...
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After You Looks Beyond Thailand For Opportunities
We met up with management of two companies whose industries couldn't have been more different. This is the quick run-down on what they are up to...
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