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...
266 Views
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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