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Carabao Group (CBG TB)
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101
Analysis
Consumer Staples
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Thailand
Carabao Group PCL, through its subsidiary, manufactures and distributes energy drinks.
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bullish
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Thematic (Sector/Industry)
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19 Jul 2018 08:08
Thirsty Thailand: Major Players in the Beverage Industry
When you enter a food court, the first thing you notice is that the food court operator tends to have monopoly over the drinks stand. It's the...
Athaporn Arayasantiparb, CFA
776 Views
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bullish
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Osotspa Public Company Limited
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20 Apr 2018 21:33
IPO Radar: Osothspa, The Thai Energy Giant Behind M-100/M-150
2018's rare big IPO. 2018 is not a great year for Thai IPOs, so Osothspa, a company that is older than a century and boasts control over Thailand's...
Athaporn Arayasantiparb, CFA
762 Views
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bullish
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Thematic (Sector/Industry)
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29 Jul 2017 10:31
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...
Angus Mackintosh
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250 Views
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bullish
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Carabao Group
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23 Jul 2017 09:02
The New Thai-Coons (Part I): Class of 2017
Every now and then, there are a couple of new tycoons we missed out on the Forbes list, which gets updated around mid-year. In this two-part...
Athaporn Arayasantiparb, CFA
300 Views
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bullish
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Thematic (Sector/Industry)
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03 Feb 2017 17:49
The Week that Was in ASEAN@Smartkarma - Big Ideas, Schools and Department Stores
In the week's ASEAN weekly, we feature an interview with Patrick Cao, the new CFO ofTokopedia. It is an on-line C2C marketplace and one of...
Angus Mackintosh
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1.3k Views
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