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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Vietnam's Tourism Sector: Come for Boom In Int'l Visits, Stay for Domestic Growth (& Maybe Gaming)
We believe the growth of Vietnam's tourism sector presents an attractive near- and long-term investment theme.In the near-term, Vietnam will...
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Chinese Outbound Travel to Asian Destinations Weakens in June/July; Vietnam, Thailand Firmer
OverviewA review of June / July Chinese visitor arrival data for several popular travel destinations shows that most posted either declining growth...
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BVSC Vietnam Research Updates
Brief Company/Market NewsLoc Troi Group (LTG) began trading on the UPCoM(unlisted public companies market) this week. Loc Troi Group is a leading...
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