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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TTA: Turning Ships and Baking Pizza
Solid short-term earnings momentum, slow asset growth, and shareprice is less volatile relative to its sector The acquisition of Pizza Hut’s Thai...
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The Week that Was in ASEAN@Smartkarma - Retailers, Pizza, and It's a Gas
A summary of Insights across ASEAN@SmartkarmaIn Ezion Holdings: A Reminder of Risks Facing Singapore’s Banks, Daniel Tabbush highlights that the...
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TTA's Next Act: BDI Recovery...Pizza Hut?
We have profiled and discussed Thoresen Thai or TTA many times by now. Founded more than a century ago by Danish shippers (I’m guessing the founder...
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