Banpu Diversifies Into Green Energy
Banpu is arguably one of our worst investments ever. The company has lost 70% of its market cap since the highs, and we're glad to get out. These...
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ITMG: Beneficiary of Chinese Supply Cut
Relatively strong analyst recommendation, slow asset growth, and cheap on a gross profit basis relative to its sector ITMG should benefit from...
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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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BANPU: On Track to Become a Diversified Energy Player
Strong net profit momentum, sales on an upcycle trend, and lowvolatility in sales relative to its sector Executing on its strategy to go from a...
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Thai Macro Watch (Part 2): Policy Divergence & Portfolio Thoughts
Our thoughts on portfolio is simple. “Lay low for the moment yo.” Sometimes, the best thing to do is nothing, and strangely that’s easier said that...
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