IPO Stalker: Humanica, Software Dudes for HR Management
At the invitation of my ex-boss, I took a look and a small stake in Humanica PCL (HUMAN TB), a Thai software company founded by a PWC veteran. In...
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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Comanche: The Closest Thing to a Thai Microsoft
You know...Sometimes, life is pretty simple. Software is a high margin business, and the hotel industry is as good as it gets ( Check out Thai...
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THREL & EMCS Thailand: To Sell or Not To Sell?
We joined a shareholder meeting to decide whether THREL would be allowed to sell its shares in EMCS Thailand to its own parent company THRE in a...
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The Week that Was in ASEAN@Smartkarma - Railways, Scandals and Dog Fights
This week's offering in ASEAN includes a plethora of company visits and on the ground commentary from our Insight Providers in South East Asia.TOP...
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