Company Visits: Berli Jucker, M Visions
We visited one big-cap stock, Berli Jucker, and one pip-squeak recent IPO M Vision today. A couple of highlights: Slow revenue growth at BJC at...
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Political Pit Stop (January): Election Delay!
The regime announced that elections will be delayed from the seemingly 'rock solid' date of Feb 24, 2019 as there are concerns it would interfere...
532 Views
The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
583 Views
Thai Macro Watch: Traditional 'Weak Oil' Plays in Thailand
As the US turns into a net exporter and weaker Chinese economic outlook looms, oil prices have tanked quickly. While QE unwinding will continue to...
1.1k Views
The Week that Was in ASEAN@Smartkarma - Dithering Dangerously, Digital Transformation, and Breadtalk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
443 Views