Five Strategies Favored by Thai Conglomerates and Tycoons
We identified five strategies generally favored by conglomerates and the tycoons who control them, namely diversification, vertical integration,...
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Attractive Thai Stocks for an SET Breakout
Given the bullish SET 50 index pattern and chart set-up we scanned through the top 50 stocks in Thailand and came up with this group of stocks that...
219 Views
StubWorld - Set-Up/Unwind Extremes: JAPEX, Wheelock, Jardines (31 Aug 2017)
This week I briefly look at recent bifurcations in Japan Petroleum Exploration (1662 JP), Wheelock & Co Ltd (20 HK) and Jardine Matheson Hldgs...
441 Views
The Week that Was in ASEAN@Smartkarma - Macro Themes, Security Solutions and Scandals
In this festive Hari Raya week in ASEAN, we take a look at a number of macro themes and bottom-up ideas across South East Asia on Smartkarma. TOP...
287 Views
Top Three Scandals/Myths of 2017
Nostalgia. If this had been written in 2016, the grand prize would definitely gone to the insider trading case at CP All that involved the CEO...
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