Thailand Short Interest Weekly (May 22nd): True, Gulf Energy Development
We analyzed SET short interest report for the past week and highlighted short interest changes in True (TRUE TB), Gulf Energy Development (GULF...
135 Views
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...
434 Views
Applying the Baum Principles to Thai Property
We recently read an interesting book by Andrew Baum called "Real Estate Investment - A Strategic Approach" and distilled five of the key lessons in...
644 Views
Thailand Short Interest Weekly (May 15th): Bangkok Bank, Krung Thai Bank, Minor International, Amata
We analyzed SET short interest report for the past week and highlighted short interest changes in Bangkok Bank (BBL TB), Krung Thai Bank (KTB TB),...
97 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Spectrum, and Notable Deals
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
438 Views