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...
632 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...
619 Views
The Week that Was in ASEAN@Smartkarma - Thailand's Election, Philippine Banks, and Data Junkies
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
447 Views
S: Outshines Thai Property Peers on High Recurring Profit
We initiate coverage of S with a BUY rating, based on a target price of Bt4.2 derived from a sum-of-the-parts (SOTP) methodology and implying...
508 Views
The Week that Was in ASEAN@Smartkarma - Widodo Leads, a Retail Conundrum, and Indonesian E-Commerce
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
148 Views