The Week that Was in ASEAN@Smartkarma - SE Asian Brewers, Malaysian Telcos, and DBS &Trade
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
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Aapico and TMILL: Sign of the Times
We met up with two small companies today, namely Aapico and TMILL, and neither of them is doing well. Perhaps, this is just a reflection of how...
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The Commodities Boot Camp
In general, commodities prices has made a comeback recently due to the weaker greenback…certainly the case for wheat. Coincidentally, we did meet...
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Willy Wonka's Flour Mill
We met with TMILL (TS Flour Mill) today, and they claim to be the biggest and only one listed in Thailand. These guys probably have something like...
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