IPO Radar: GSC, Thailand's Second Call Center Listing
For this month, we highlight the upcoming IPO of GSC, which will be the second call center company in Thailand to ever be properly listed. Firm...
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Sathorn Series J: Non-Bank Financiers and Their Close Kin
In the world of credit, the Banks have always been the whales, and the non-bank financiers are like guppies. The bankers never saw them as serious...
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IPO Radar: CHAYO, the Next JMT (Debt Collection Biz)
With ROIs routinely exceeding 100%, Jaymart's debt collection subsidiary, Jmt Network Services Pcl (JMT TB), became the market darling of its time....
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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JMART: Mobile Phones, Cameras, and Debt Collection
Good price momentum, cheap on a gross profit basis, and earnings onan upcycle trend relative to its sector Debt collection subsidiaries Jmt...
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