The Autobot Update (December): A Visual Tour to the Motor Expo Yo!
At MCorp Review, we value anecdotal evidence and first-hand channel checks over government and industry stats, which are so easily manipulated and...
148 Views
The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
115 Views
The Autobot Update (November): Thai Car Exports in New Heights!
Though our own family office has been selling virtually all our holdings in Somboon Advance Technology P (SAT TB)into the recent strength (&...
164 Views
The Autobot Update (October): Honda Steals Toyota's Crown
While Toyota remains the top car maker in Thailand, it no longer dominates any particular segment. Honda now produces more passenger cars than...
136 Views
SAT: New JV Should Grow ASEAN Market Share in Coil Springs
Low core profit valuation, share price is less volatile, and cheap on agross profit basis relative to its sector SAT entered into JV with Mubea...
131 Views