[Result Update] VJC - Growth Speed to Watch Closely
VJC is a rare growth stock in the market. Having a core business growing at over 40%/year in the past five years is not common. As a result, the...
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CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and  Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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NCS - Growth Opportunity in the Vietnam Aviation Industry
Noi Bai Catering Services JSC (NCS – UPCOM) is a leading player in flight catering and related services at NoiBai international airport. Due to its...
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[Comapy Report] AST - Key Beneficiary from the Fast Growing Aviation Market
Taseco Airs (HSX: AST) is one of the largest companies operating in the non-aeronautical business at five major international airports in Vietnam....
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The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
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