The Week that Was in ASEAN@Smartkarma - Hybrids, Taxis, and Airports
This past week's offering across ASEAN@Smartkarma includes a substantive mix of both top-down and thematic and equity bottom-up analysis. Please...
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The Best of August / September Company Visits
We visited almost 30 companies during the past two months, and the five favorite for this quarter would be Forth, Erawan, Ananda, THREL (ThaiRe...
366 Views
The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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Two Outstanding Property Companies: ANANDA & LALIN
Every sector has its standouts, even one that is threatened by potential rate hikes and condo oversupply. How these guys do it is somewhat a...
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LPN: Real Estate Company Is Building High-End Base
Low correlation with Western stock markets, low core profit valuation,and more attractive to analysts relative to its sector Broadened customer...
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