Thai Strategy 2019 (Part 2): Sector Outlooks
Thailand faces headwinds in many directions, and upsides from improving political sentiment should be limited to Q1'19. However, several sectors do...
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The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
531 Views
Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
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Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
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Interesting Stocks to Consider in Thailand
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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