Last Lap Thai Strategy Recap (Q4'19)
As Q4'19 approaches, there is an opportunity to spruce up returns, or at least prevent them from being worse. Here's what we see in terms of...
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The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Best of August/September 2019
We visited 15 companies during the past two months and picked these three that impressed us the most: Intuch, the holding company of mobile...
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The Week that Was in ASEAN@Smartkarma - Bank Mandiri, Thai High-Flyers, and Singtel's Digital Quest
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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StubWorld: Intouch Sell-Off As Investors Follow Temasek's Lead
This week in StubWorld ... Temasek's latest divestment pushes Intouch Holdings (INTUCH TB)'s implied stub towards multi-year lows. Preceding my...
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