The Week that Was in ASEAN@Smartkarma - Goldilocks, Hotels, and Retailing
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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They Serve Pizza On This Ship!
OK, so they haven't been quite as focused as the other shippers in Thailand, and TTA has fallen in ranking from market leader to second fiddle...
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Erawan: Ahead of the Pack
The outlook remains similar to what we saw in our previous visit. Erawan continues to trounce its two larger competitors, Minor and CENTEL, on...
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Breadtalk FY17 Results Confirm Margin Improvement Story Continues; More Dividends While You Wait
Breadtalk Group Ltd (BREAD SP) announced full-year 2017 figures which showed a slightly declining top line as the company is consolidating...
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Overview of My Winners and Losers in 2017...and 5 High Conviction Ideas Going into 2018
The end of the year is always a good time for reflection on how your investment ideas have panned out. In this note, I will review all my picks,...
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