SATS: Traffic -99.5% in April and May; How Much Worse Can It Get?
SATS Ltd (SATS SP) is a Singapore travel monopoly that has rarely been cheap given its great dividend track record. SATS controls 80% of flight...
747 Views
Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
661 Views
Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. Â The...
481 Views
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...
583 Views
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...
332 Views