IPO Radar: Bangkok Aviation Center, Training Ground for Thai Pilots
We spotted an interesting new IPO story in the form of BAC, a pilot training school affiliated to Air Asia. Though quite different from Singapore...
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The Week that Was in ASEAN@Smartkarma - Jakarta's MRT, Indonesian Sportswear, and Malaysian Telcos
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Company Visits: The Best of March 2019
We selectively visited a dozen companies in March and were most impressed with three of them (two of which we happily own): SISB, Thailand's only...
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IPO Stalker: SISB's Growth Plans
SISB has been one of the best investments in our portfolio, rising 26% since we jumped in shortly after the IPO. Founder Kelvin Koh reiterated the...
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IPO Radar: SISB...International Schools = License to Print Money
There are probably around 10 international schools in Bangkok catering to expatriates and very select Thai upper class. Though the majority are...
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