Emerging Asean Telcos 2019: Indonesia Looks Best Placed. Malaysia Improving.
Looking at the telco space for Emerging Asean markets in 2019, we see a number of key themes. Revenue trends are likely to worsen in Thailand and...
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The Festive Week the Was in ASEAN@Smartkarma - Thailand Rising, Frail DBS, and Small Cap Picks
This past Festive week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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Thailand Short Interest Weekly (May 22nd): True, Gulf Energy Development
We analyzed SET short interest report for the past week and highlighted short interest changes in True (TRUE TB), Gulf Energy Development (GULF...
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Snippets #15: Central's Big Plans, BAY's Big Garage Sale
In a barrage of last minute news flow in the month, we came up with another unexpected 5-pack Snippets. There's something about September we can't...
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Picking Stocks of Companies That Are "Built to Last"
After reading through Jim Collins' book "Built to Last", we sifted through a couple of traits the author highlighted and tried to match them with...
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