Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
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The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
362 Views
The Fine Arts of Luxury Investing
With high levels of wealth concentration in Thailand (Gini coefficient 0.3), it makes sense to market to the wealthy, but how exactly do you invest...
465 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
372 Views
Breadtalk: +81% Since March 2017 Insight; ST Fair Value Has Been Reached; Risk-Reward Balanced
Breadtalk (BREAD SP) has been a stellar performer YTD (+38%) and even more so if you count the performance (+81%) since my initial insight on...
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