Thailand Tragedies of 2019: Six Stocks That Totally Flopped
Just as we highlighted the winners of 2017, 2019 is full of losers heavily shorted by investors, but what are the back stories of these downward...
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Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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Semen Indonesia (SMGR IJ) - Bedding Down with Lafarge Holcim - On the Ground in J-Town
A meeting with Semen Indonesia Persero Tbk (SMGR IJ) in Jakarta last week in its South Quarter Headquarters shed more light of the company's...
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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Thematic Picks for Mid-Year 2019
A lot changes in six months. Thanks to Trump's renewed vigor on the trade wars, the Baht is strengthening against the dollar, and there is strong...
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