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Siam Global House (GLOBAL TB)
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97
Analysis
Consumer Discretionary
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Thailand
Siam Global House PCL is a retailer of home related products for construction, repair, decoration, and renovation. The Company sells construction materials, hand tools, furniture, and garden tools.
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bullish
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Thematic (Sector/Industry)
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03 Mar 2017 17:00
Ed or Tech, Edtech Firms Must Cross These Moats
The global edtech market is expected to grow 17% a year - hitting USD 252bn by 2020, according to research by IBIS Capital. Global tech companies...
Valerie Law, CFA
3.4k Views
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bullish
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Thematic (Sector/Industry)
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03 Feb 2017 17:49
The Week that Was in ASEAN@Smartkarma - Big Ideas, Schools and Department Stores
In the week's ASEAN weekly, we feature an interview with Patrick Cao, the new CFO ofTokopedia. It is an on-line C2C marketplace and one of...
Angus Mackintosh
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1.3k Views
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bearish
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Thematic (Sector/Industry)
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02 Feb 2017 23:29
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...
Athaporn Arayasantiparb, CFA
3.5k Views
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bullish
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Thematic (Sector/Industry)
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31 Jan 2017 11:39
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...
Athaporn Arayasantiparb, CFA
812 Views
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bullish
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Thematic (Sector/Industry)
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21 Jan 2017 11:39
Then & Now: Online Grocery Delivery in the US & SE Asia (Part 2 of 2)
In this piece, we continue part 2 of the article written by Daniel Hellberg as part of our collaboration piece: #Then & Now: Online Grocery...
Valerie Law, CFA
680 Views
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