The Stocks to Own in Thailand – Vol. 43
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
496 Views
The Week That Was in ASEAN@Smartkarma - Grab's Euphoria, MAPI, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
226 Views
The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
248 Views
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...
224 Views