Thematic Picks for Mid-Year 2019
A lot changes in six months. Thanks to Trump's renewed vigor on the trade wars, the Baht is strengthening against the dollar, and there is strong...
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M: 1Q19 Earnings Reach a Record High
M reported 1Q19 net profit of Bt710m (+17%YoY, +12.3%QoQ) and in line with our expectation. The YoY growth was caused by better 7.5% sales growth...
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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...
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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...
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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...
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