A Second Look at Thai REITs
REITs are fairly new asset class in Thailand. Today, we met with CPN, a sponsor of some of Central Group's most important commercial REITs, and...
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The Week that Was In ASEAN@Smartkarma - Indonesian Politics, PhilippineTelcos, and Petroleum
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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Applying the Baum Principles to Thai Property
We recently read an interesting book by Andrew Baum called "Real Estate Investment - A Strategic Approach" and distilled five of the key lessons in...
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