The Week that Was in ASEAN@Smartkarma - Elections, Trade War Beneficiaries, and Indonesian Textiles
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
503 Views
Shaky Situations at DEMCO and Pranda
We visited two companies with very different trajectories. Renewable power specialist DEMCO is struggling, despite doing really well in the past,...
550 Views
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...
358 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...
453 Views
JUBILE: Leading Retailer of Diamond Jewelry Enjoy Margin Expansion
JUBILE reported 2Q18 net profit of Bt49m (+8.9%YoY, +4.2%QoQ). The 1H18 result was 41% of our full-year forecast and in line with our forecast....
559 Views