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...
359 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...
462 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...
371 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...
539 Views
Mechanics and Details of the MINT-NHH Deal in Spain
Avantgarde Capital, which advises MINT on the acquisition of NH Hotels, provided a comprehensive 100-pager opinion of this deal, which ranks as the...
456 Views