CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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NCS - Growth Opportunity in the Vietnam Aviation Industry
Noi Bai Catering Services JSC (NCS – UPCOM) is a leading player in flight catering and related services at NoiBai international airport. Due to its...
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[Comapy Report] AST - Key Beneficiary from the Fast Growing Aviation Market
Taseco Airs (HSX: AST) is one of the largest companies operating in the non-aeronautical business at five major international airports in Vietnam....
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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Jin Air IPO Valuation Study
Jin Air Co. Ltd (272450 KS)'s IPO valuation is still one of the hot topics in the Korean stock market. In its IPO book, it says it should deserve a...
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