Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
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Snippets #16: MINT's India Adventure, Consumption Stimulus Programs
In the most recent quarter, we find that this packet of five news flow/developments are the most interesting ones that don't quite merit a separate...
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Interesting Stocks to Consider in Thailand, Vol. 2
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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The Week that Was in ASEAN@Smartkarma - Indonesian Retail, Digital Transformation and Infrastructure
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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SAT (SAT TB): New Orders and Continued Strong Demand
Low earnings expectation, cheap on a core profit basis, and low long-term price volatility vs. the market relative to its sector SAT’s sales...
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