The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
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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The Week that Was in ASEAN@Smartkarma - China Logistics, Pepsi Break, and Beauty
Summary of the insights across ASEAN@SmartkarmaThe below is a short summary of the Bottom-up and Top-down & Thematic Insights across...
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AGM Yoma (YOMA SP): Keeping the Myanmar Dream Alive; Pun Family Asks Shareholders to Remain Patient
We attended the AGM of Yoma Strategic Hldgs (YOMA SP) in Singapore on Wednesday the 24th of July. There were about 150 other shareholders...
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Singapore Myanmar Investco: Shorter Route for Break-Even?
Singapore Myanmar Investco Ltd (SMI SP) has 5 business units; tourism, heavy machinery, car rental, telecommunication, and storage. According to...
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The Sky Remains Blue for Travelsky: Not Cheap at Current Valuation but a Monopoly Play in China
First mover's advantage, a high entry barrier, protectionist government policy for domestic flight booking, they sound like a lasting dominant...
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