The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
329 Views
Beauty Community: Looking to Book Some Profits
Beauty Community Pcl (BEAUTY TB) is up ~40% (vs SET Index +10%) since the buy call in August post 2Q results. At Baht19/share, the stock trades...
148 Views
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...
288 Views
IPO Radar: Do Day Dream, the Turbo-Charged Snail Cream Startup
Ever since BEAUTY did its IPO less than five years ago, it has become the holy grail for Thai cosmetic/skincare sector (the line is so thin). We're...
428 Views
The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
213 Views