Small Cap Diary: Taokaenoi and Sabina
We visited two interesting companies recently: seaweed market leader Taokaenoi and the country's second largest maker of bras SABINA. Neither are...
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Domestic Sales Recovery QoQ but Oversea Still Weak
We like TKN for its ability to control expenses in the downturn, meanwhile, the new appointed distributor in China is prompting to be utilized when...
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The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
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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Company Visits: KTC, Taokaenoi (Treading Water)
We visited two companies in Mongkol Prakitchaiwattana's portfolio. He's one of Thailand's new tycoons and one who has risen primarily through...
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Snippets #41: New Thai-Coons of 2020, Mexican Oil
Five interesting news/developments in Thailand that we highlight in this issue includes: New Thai-Coons. Two new names that show up at the list's...
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