KTC – Too Far Too Fast?
Fundamentals have changed dramatically at KTC, but value has, where shares are on current PB of 9.5x and 49x current annualized earnings.
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Overweight EM Vs. EAFE; Dollar Weakness Continues
Our favorite countries remain Taiwan (TAIEX) and India (SENSEX), while Brazil (Bovespa) and South Korea (KOSPI) display improving price and RS...
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Global Banks – Cost Purge
We must expect the previously good delta in credit costs to wane or to reverse altogether alongside renewed lockdowns. To preserve profit, banks...
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The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Company Visits: KTC, Taokaenoi (Treading Water)
We visited two companies in Mongkol Prakitchaiwattana's portfolio. He's one of Thailand's new tycoons and one who has risen primarily through...
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