PTTEP: Second Wind For Oil Stocks
Arguably, no stock comes closer to mimicking oil prices in Thailand than PTTEP and its parent company PTT, aka largest stock in Thailand. Brent oil...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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The Best of August / September Company Visits
We visited almost 30 companies during the past two months, and the five favorite for this quarter would be Forth, Erawan, Ananda, THREL (ThaiRe...
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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...
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Fighting Fruits & Kiosk King
Contrasting Stocks in the Portfolio. Today, we met up with fruit juice company MALEE and kiosk king Forth (or rather their subsidiary ForthSmart),...
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