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 Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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Two Outstanding Property Companies: ANANDA & LALIN
Every sector has its standouts, even one that is threatened by potential rate hikes and condo oversupply. How these guys do it is somewhat a...
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LPN: Real Estate Company Is Building High-End Base
Low correlation with Western stock markets, low core profit valuation,and more attractive to analysts relative to its sector Broadened customer...
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The Week that Was in ASEAN@Smartkarma - Hospitals, Drugs, and Tiles
The Week that Was in ASEAN@SmartkarmaIn this latest ASEAN offering, put together in the heart of Jakarta or "The Big Durian" for those who know and...
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