Chef's Selection: November & December Company Visits
We have just completed visiting 20 companies during the November and December 2017 period. Now, firstly, we have to admit that the companies we met...
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Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
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Big C: Live, Die, Re-List?
The TCC Group of Thailand's second richest man ( Thai-Coons (Episode 2): Bottle Cap Boy Turned Beer Baron) did a few TV interviews highlighting its...
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Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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The Week that Was in ASEAN@Smartkarma - Converse, Returned Cheques, and Advertising
This week's prolific offering of insights across ASEAN@Smartkarma includes an eclectic mix of equity bottom up and top down and thematic insights...
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