ASEAN Small-Micro Cap – Winners, Losers and Opportunities for 2018
If there’s one thing we bottom-up small-cap investors do poorly versus our large-cap mutual- and hedge-fund counterparts is overall market...
446 Views
The Week that Was in ASEAN@Smartkarma - Gaming, Education, and Logistics
The last week in ASEAN@Smartkarma was prolific with 32 insights being published across the region, which include an eclectic mix of both bottom up...
427 Views
The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
342 Views
Top Brass Reshuffling Issue Prompt Fake Quality Rice Issue?
As mentioned by Angus Mackintosh that Tiga Pilar Sejahtera Food (AISA IJ)'s management is very adamant that they are not doing anything wrong....
387 Views
Tiga Pilar Sejahtera Food - Gritty Rice - Allegations of Fraud at Its Bekasi Rice Facility
Tiga Pilar Sejahtera Food (AISA IJ) was today accused of fraud at its Bekasi rice facility. The allegations accuse the company repackaging...
464 Views