The Nyepi Week that Was in ASEAN@Smartkarma - Infrastructure, Pizza, and Uber
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
221 Views
Thanachart Capital: Has It Improved Too Much?
The fundamental trends at Thanachart Capital Pcl (TCAP TB) are positive (comfortably the best in Thailand) and the valuation of positive change...
180 Views
Aiful – Sawasdee Ka
* Domestic Japanese lending business has new customer acquisition tracking above target, reflecting positive changes in the current environment for...
178 Views
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
338 Views
Group Lease - Lessons from Icharus
* Problems at Group Lease (GL.TB) became more apparent with Ernst & Young’s scathing 2016 audit report which questioned the integrity of...
304 Views