The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
264 Views
A Quick Look at Thai Construction Services
In our previous review, we looked at the Black Leopard Scandal shaking Italian-Thai, the industry leader amongst Thai contractors, but Thailand...
154 Views
The Week that Was in ASEAN@Smartkarma - Hotels, Payrolls and Potash
This week saw an eclectic mix of insights across ASEAN, with a number of small cap company visits from our Thai Guru, Athaporn Arayasantiparb, CFA....
294 Views
Small Cap Diary: Potash...Seriously?!
We met up with two companies today, namely a contractor TRC and a property developer called Thana Siri. Both are pipsqueak companies, and that's...
303 Views
Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
2.6k Views