The Week that Was in ASEAN@Smartkarma - Politics, Takeovers, and Beauty Products
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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Beauty Community (BEAUTY TB): Sleeping Beauty?
In May we highlighted abnormal insider selling from Beauty Community (BEAUTY TB) ’s CEO. The stock collapsed weeks later on underwhelming 1Q18...
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Battle of the Beauties: The Emerging Cosmetics Industry in Thailand
Internally, there was a lot of argument about whether to include the word 'emerging' in the title. Some argue that cosmetics is as old as the...
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Snippets #13: Dude, Where's My Inventory?
The Case of The Missing 72,000 Tons. The stock price of PTT's flagship renewable company, GGC ( A Power Update With PTT), tanked after it reported...
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Little Thai-Coons of 2018 (Part I): Chemistry of Wealth
When we scanned through the latest Forbes list, we found around 7 that didn't make it or were not profiled by us in the past, though we did...
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