The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
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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Company Visits: KTC, Taokaenoi (Treading Water)
We visited two companies in Mongkol Prakitchaiwattana's portfolio. He's one of Thailand's new tycoons and one who has risen primarily through...
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Snippets #41: New Thai-Coons of 2020, Mexican Oil
Five interesting news/developments in Thailand that we highlight in this issue includes: New Thai-Coons. Two new names that show up at the list's...
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Airports of Thailand (AOT): Fallen Enough?
In my inaugural insight on Thai stocks, Airports of Thailand (AOT): Yet to Fall , the company is just experiencing a drop in the number of tourists...
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Picking Stocks With the Right Management/Culture
While researching for the earlier review on luxury, one thing mentioned by Bastien was that CEOs add very little value to luxury brands, since it's...
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