Reality Check XXV: How Much Upside Is Cambodia Worth to CP All?
CP All recently secured rights to expand into Cambodia. In this Reality Check, we dig a little deeper into what it is potentially worth to the...
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Central Retail (CRC TB) - Buy for Looming Recovery
Central Retail (CRC TB) has been probably been the most impacted retail player in Thailand from COVID-19, given its heavy exposure to department...
336 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
347 Views
CPALL and TQM Ace the Pandemic Period
We visited two companies that weathered the pandemic fairly well compared to the rest of the market, namely CPALL, the largest retailers in...
422 Views
FamilyMart Tender Offer - Winnie and HunnyPot Redux
Today (Weds 8 July 2020) after the close, but before FamilyMart Co Ltd (8028 JP) released its earnings, the Nikkei reported that 50.1% owner Itochu...
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