The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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Chef's Selection: November & December Company Visits
We have just completed visiting 20 companies during the November and December 2017 period. Now, firstly, we have to admit that the companies we met...
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The Week that Was in ASEAN@Smartkarma - Education, Casinos and Political Shenanigans
Special Insight from Howard J Klein In How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos, Howard J Klein...
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Mc Group: So This Is What Rock Bottom Looks Like
Mc Group has had to adapt drastically to the mourning period ( Three of a Kind: Jeans, Glasses, and Cameras), because one way in which they...
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The View Through a Shipper's Lens & More
We had the chance to meet up with Khaleed Hasheem, founder of PSL (one of Thailand's three big shippers), this week and catch up on some of his...
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