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...
391 Views
Small Cap Diary: TKS and the Anti-Tesla Play
For this week, we visited two companies which are already in our portfolio: 1) TKS, one of the small cap stocks where we have one of our largest...
326 Views
The Week that Was in ASEAN@Smartkarma - Budgets, Healthcare, and Mobiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
293 Views
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...
499 Views