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 - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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Small Cap Diary: WHAUP & AIMIRT
Today, we met up with power company Wha Utilities And Power (WHAUP TB) and the first listed REIT in Thailand called AIMIRT or AIM Industrial Growth...
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WHA (WHA TB): Ready to Reap Benefits from the Eastern Economic Corridor
Good cost management, solid short-term sales momentum, and strong long-term earnings growth relative to its sector Global trends toward...
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Thai Power Genisys: Origin Stories Before the IPOs
Just as you may wanna make sure that your host is not some sorta serial killer before you accept their invitation, it may be a good idea to check...
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