The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
826 Views
The Best of August/September 2019
We visited 15 companies during the past two months and picked these three that impressed us the most: Intuch, the holding company of mobile...
544 Views
M: Expected Benefits from Acquire 65% of Laem Charoen Seafood
M announced the Stock Exchange of Thailand on 6th September to acquire 65% of Laem Charoen Seafood (LCS) with an investment of...
595 Views
The Week that Was in ASEAN@Smartkarma - Bank Mandiri, Thai High-Flyers, and Singtel's Digital Quest
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
478 Views
Two Highflyers: Minor and Origins
Minor is one of the best performers in our portfolio after BTS, and Origins has done quite well until this year. We visited both of them recently...
622 Views