The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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IPO Radar: Chic Republic, Homepro Wannabe
In our search for thematically favorable IPOs, we looked up Chic Republic, a relatively unknown furniture retailer with much smaller scale than...
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The Week that Was in ASEAN@Smartkarma - Retailers, Pizza, and It's a Gas
A summary of Insights across ASEAN@SmartkarmaIn Ezion Holdings: A Reminder of Risks Facing Singapore’s Banks, Daniel Tabbush highlights that the...
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A Tale of Two Retailers: Homepro Vs. Platinum
The government figures (NESDB) may be showing domestic consumption growth of 3% and raising Thailand’s economic forecast all the way to 3.7%. The...
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StubWorld - Set-Up/Unwind Extremes: JAPEX, Wheelock, Jardines (31 Aug 2017)
This week I briefly look at recent bifurcations in Japan Petroleum Exploration (1662 JP), Wheelock & Co Ltd (20 HK) and Jardine Matheson Hldgs...
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