The Stocks to Own in Thailand – Vol. 31
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
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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The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
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ASIAN (ASIAN TB): Pet Food and Aqua Feed to Drive Growth
Good price momentum, strong net profit momentum, and low correlation relative to its sector ASIAN continues to increase its exposure to...
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Asian Seafoods: These Days, Even Shrimps Need an OEM
The OEM of seafoods. An OEM (original equipment manufacturer) is basically someone who builds for other people’s brand. Normally, that’s what you...
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