The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
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: Thai Re and Siam Global
We visited Thailand's sole listed non-life reinsurer Thai Re and the upcountry construction materials retailer Siam Global yesterday. Here's a...
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The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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THREL & EMCS Thailand: To Sell or Not To Sell?
We joined a shareholder meeting to decide whether THREL would be allowed to sell its shares in EMCS Thailand to its own parent company THRE in a...
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EB on Open Source & Investing
Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...
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