The Week That Was in ASEAN@Smartkarma - Terminals, Budgets and Autobots
This week's offering in ASEAN@Smartkarma in in eclectic mix of equity bottom up and macro, strategy and thematic insights across the regions. I...
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The Autobot Update (November): Thai Car Exports in New Heights!
Though our own family office has been selling virtually all our holdings in Somboon Advance Technology P (SAT TB)into the recent strength (&...
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The Autobot Update (October): Honda Steals Toyota's Crown
While Toyota remains the top car maker in Thailand, it no longer dominates any particular segment. Honda now produces more passenger cars than...
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SAT: New JV Should Grow ASEAN Market Share in Coil Springs
Low core profit valuation, share price is less volatile, and cheap on agross profit basis relative to its sector SAT entered into JV with Mubea...
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The Autobot Update (September): Aapico's Indian Turnaround
Toyota hasn't sent us monthly stats in a while, so we decided to supplement the series by visiting some automaker Aapico and a maker of leather...
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