The Week that Was in ASEAN@Smartkarma - Let's Get Digital, BNI's Pains, and Diagnostic Labs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Silicon Stories N: Humanica and RS Tout Their Online Credentials
These stocks trade over 30x PE, but they didn't stop growing when the pandemic hit. RS pushes products with celebrity endorsement, while Humanica...
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IPO Radar: SISB...International Schools = License to Print Money
There are probably around 10 international schools in Bangkok catering to expatriates and very select Thai upper class. Though the majority are...
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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 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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