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...
203 Views
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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