The Best of May/June 2018
It wasn't easy selecting top picks for the latest round of company visits. Many of the companies had not been doing so well this quarter. Yet, even...
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The Week that Was in ASEAN@Smartkarma - Delayed TRAINs, Dissolving Uber, and Indonesia Telecoms
This past week's "Pancasila" offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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Potato Chips and Property Dudes
Berli Jucker, consumer product conglomerate within Charoen's empire ( TCC Group: The Man With the Iron Wallet) and holding company of Big C, posted...
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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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Two Outstanding Property Companies: ANANDA & LALIN
Every sector has its standouts, even one that is threatened by potential rate hikes and condo oversupply. How these guys do it is somewhat a...
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