The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
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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Osotspa (OSP TB) IPO: Feel the Buzz
Osotspa is coming to market with Thailand's largest IPO of 2018, raising nearly $450 million in a deal that will value the energy drink maker in...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Consumption Diary: As IKEA Storms India, GSK Wants a Way Out; Actionable Insights from Smartkarma
Highlights of this week's consumption diary: Entry and an Exit. IKEA's recent entry into India and its massive investment plans could transform...
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SAPPE (SAPPE TB): Offers Drinks and Powder to Ride on Health Trend
High level of cash sales, low correlation with Western stock markets, and strong cash levels relative to its sector Capacity increase of 20%...
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