The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
215 Views
PDJ: The Struggling Jeweler of Bangkok
Pranda was the last company visit in March this year. We gotta admit that things aren't going quite so well for them as it has for cross-town rival...
157 Views
Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
3.5k Views
This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
812 Views
Turnarounds: Finding A Phoenix In the Land of the Dead
In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...
763 Views