The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
482 Views
Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
497 Views
AGM Breadtalk: "8% NPM Target by FY20 Is a Must"; Din Tai Fung in London Showing "Very Strong Sales"
To me, the most important takeaway from the AGM is that the 8% net profit margin by FY20 was strongly reiterated by both CEO and Chairman. "Skate...
996 Views
The Week that Was in ASEAN@Smartkarma - Jakarta's MRT, Indonesian Sportswear, and Malaysian Telcos
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
644 Views
Company Visits: The Best of March 2019
We selectively visited a dozen companies in March and were most impressed with three of them (two of which we happily own): SISB, Thailand's only...
633 Views