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...
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The Week that Was in ASEAN@Smartkarma - Tourism, Seafood, and Gaming
The week's offering in ASEAN@Smartkarma includes an eclectic mix of bottom up and top down and thematic insights from across the region. Please...
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ERW: Continued Expansion in Budget Hotels
Cheap on a gross profit basis, good price momentum, and solid longterm earnings growth relative to its sector The company should benefit from...
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The Week that Was in ASEAN@Smartkarma - Logistics, Hotels, and Towers
This week in ASEAN@Smartkarma has seen a scintillating selection of both bottom up and Top Down and Thematic Insights across the Region.A summary...
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Thai Hotels: Sky's the Limit! (...for Most)
In general, the Thai hotel sector had a great quarter. MINT delivered a 19% normalized earnings growth in Q2'17, but that was easily eclipsed by...
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