Company Visits: The Best of November/December 2018
During this quarter, we visited 13 companies and have to admit the average quality has improved. Amongst these, there were four stocks that...
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IPO Stalker: Thai Enger, Aggressive New Construction Company
TIGER launched its IPO in late October, and we finally got our chance to meet up with management to discuss how they were doing. Here's a quick...
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The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
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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The Competitive World of Thai Contractors (Non-Network)
In this review, we highlight some of the key contractors in Thailand, known as the Big Four, as well as other more eccentric, smaller ones that we...
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IPO Radar: Enter the Stonehenge!...A Rare Architectural Consulting Firm
Like Thai Enger Holding PCL (TIGER TB), Stonehenge (STI TB) is a contractor, but they have some unique capabilities we don't see in other...
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