The Best of August/September 2019
We visited 15 companies during the past two months and picked these three that impressed us the most: Intuch, the holding company of mobile...
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IPO Stalker: DoHome Grows Profits Without Revenue Growth
We followed up with recent IPO DoHome, which seems underpriced and has slowly gained pace since the IPO, and also met with Platinum, the operator...
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The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
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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IKEA Wannabes: A Quick Look at the Thai Furniture Industry Players
According to Forbes, the privately held IKEA has made the late Ingvar Kamprad one of the richest men in the world. The book The IKEA Edge written...
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IPO Radar: DoHome, House Brand Furniture Advocate
We came across DoHome, a sizable furniture retailer with 9 outlets and plans to expand to 13 within four years, and their investment story seem far...
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