The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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The Week that Was in ASEAN@Smartkarma - Turning Points, Weakening Currencies, and Water Treatment
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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Sathorn Series L: TISCO on Recent Deals with Citi and StanChart
TISCO, a small but outperforming bank in Thailand, has done two deals in a period of less than two years. First, they acquired the Thai retail...
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Sathorn Series E: New Wave of Bank Mergers?
In the wake of the news about Barclay's potential acquisition of Standard Chartered, we had a chat with a friend who works for the potential target...
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EM Equity Strategy: Overweight BRIC
Emerging markets continue to outperform developed international equities, and within EM, the BRIC country grouping remains leadership. In addition...
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