The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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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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Snippets #14: Prayuth's Election Run, the Year's Biggst IPO
Our final Snippets for the eventful month of September, which turns out to be our best trading month so far in 2018, features the usual 5-pack news...
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Thai Macro Watch (April'18): China's Retaliation
The tough thing with mercantilism these days is that it is seldom one-sided. Devalue your currency, the other guy devalues his, and it's a race to...
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