The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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JMART: Mobile Phones, Cameras, and Debt Collection
Good price momentum, cheap on a gross profit basis, and earnings onan upcycle trend relative to its sector Debt collection subsidiaries Jmt...
333 Views
Revisiting Jaymart
In the previous (forked) review, we first introduced Jaymart. Since then, a lot has happened. We sold Jaymart for a healthy profit at around...
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Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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Thailand Mourns Fallen King, Healing Will Take Some Time
His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok yesterday, 13 October 2016, at 3.52pm. Our condolences to...
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