A Tale of Two Retailers: Homepro Vs. Platinum
The government figures (NESDB) may be showing domestic consumption growth of 3% and raising Thailand’s economic forecast all the way to 3.7%. The...
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StubWorld - Set-Up/Unwind Extremes: JAPEX, Wheelock, Jardines (31 Aug 2017)
This week I briefly look at recent bifurcations in Japan Petroleum Exploration (1662 JP), Wheelock & Co Ltd (20 HK) and Jardine Matheson Hldgs...
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HMPRO: Home Improver Expands Brands and Outlets
Share price is less volatile, good growth in core profit, and slow assetgrowth relative to its sector HMPRO domestic and overseas growth plans for...
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Three of a Kind: Piles, Furnitures, and Lighting
Recently, we met a mixed bag of companies. Anyway, here’s some jot downs on the ideas yo. The first one we met today was a pile company called...
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The Week That Was in ASEAN@Smartkarma - Towers, Birds, and Banking
In this week's ASEAN weekly offering I include a "Bonus Insight" with Bank Central Asia Tbk Pt (BBCA IJ) from my visit to Jakarta last week. Please...
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