Two Highflyers: Minor and Origins
Minor is one of the best performers in our portfolio after BTS, and Origins has done quite well until this year. We visited both of them recently...
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Smartkarma Originals
Navigating the High Seas of ASEAN Retail - Introduction to a Series
In this series of Insights, insight providers Angus Mackintosh and Jessica Irene will summarize the biggest players in the ASEAN retail sector,...
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IPO Radar: Asset World Corporation (Part 2) - Valuation and Risks
For Thailand's potentially biggest IPO this year, relative valuation is less applicable than sum-of-parts, since multiples in hotel sector is many...
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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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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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