Oil Prices Are Up. Which Stock Benefits?
Oil prices shot back up to US$60/bbl levels in 2019. 'Experts' claim it has to do with lower US inventories, but we believe the truth is murkier...
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Thai Macro Watch (June 18): North Korean Long Shots in the Thai Market
With all the warm fuzzy feeling emanating from Singapore between the two former archenemies (Trump and Kim), news reports are flying around in the...
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StubWorld: Genting, PTT, Takara
This week in StubWorld ... Genting Bhd (GENT MK)is trading at a one-year low discount to NAV as concerns linger on the timing of the planned...
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Snippets #8: Syrian Tensions, PTT's New IPO!
Syrian Tensions. The Western allied nations (America, France, and Britain) decided to launch a second attack on Syria on the same basis of the...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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