Amata: Boring in Bangkok, Shining in Vietnam
Vietnam has a higher population density and growth rate than Thailand, not to mention its incredibly long coastline. To top it off, the wage levels...
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EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
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AMATA: The Immortals of Vietnam
As you know, the word "Amata" in Thai basically means immortal. Apart from being the biggest industrial estate developer in Thailand, they also...
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The Week that Was in ASEAN@Smartkarma - Industrials, Herbal Remedies, and Filters
Please find below a brief summary if this week's Insights in ASEAN@Smartkarma. For more detail please scroll down to the detail...
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AMATA: Immortals of the Industrials
AMATA. For 9M'17, Amata reported 39% revenue growth and more than doubling (+140%) of earnings. Pre-land sales rose 18% to 331 rais. Almost half of...
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