Uncovered Thai Stocks: NTV (4Q25)
The company is very good at generating consistently positive operating cash flow Looking at the balance sheet, the company has very good access...
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Uncovered Thai Stocks: NTV (3Q25)
Looking at the balance sheet, the company has excellent access to capital to fund growth The company is excellent at generating consistently...
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The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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Energy Medicine. Personal Experience. Impact. Growth in Asia. Ideas
This is an invest-able idea at the private level with long term benefits. Both for the body, and for other ideas as well.Ever since I turned over...
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Five Biggest Lessons from Thai Financial Crisis
Over the past 20 years, Thailand faced two financial crisis, namely Tom Yum Goong in 1997 and Lehman in 2008. Discounting the political nonsense...
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