Don't Stub This Butt!!!
The bear arguments for not owning tobacco are beginning to sound like scratched LP records to us. It is all in the price, as they say. It would be...
212 Views
SCMA - Driven by the Old and the New - On the Ground in J-Town
A 1-on-1 call with Surya Citra Media Pt Tbk (SCMA IJ), after the dust had settled post its FY17 results, revealed indications of a strong 1Q18...
201 Views
Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
233 Views
The Week that Was in ASEAN@Smartkarma - Politics, Retail Renaissance, and Pay TV
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
135 Views
Stocks That Don't Exist in Thailand
We first got the idea to do this review, because we spend roughly 2-3 hours at the gym a day like many retirees. Heck, some of these reviews were...
184 Views