Berli Jucker (BJC TB) - Well-Rounded Consumer Leader
An informative call with Berli Jucker (BJC TB) management underpinned a positive view on the company's prospects for 2020, not just for its Big C...
394 Views
Thai Retail - Who Will Bite the Tesco Lotus Bullet?
Tesco PLC (TSCO LN) announced the sale of its Thai operations under Tesco Lotus along with its Malaysian operations in November 2019, with a slated...
583 Views
Central Retail Corp IPO: Valuation Palatable at the Low-End
Central Retail (CRC TB), the retail arm of Central Group, is the leading multi-format, multi-category retailing platform in Thailand, Italy and...
561 Views
Snippets #34: Tesco in Play, CRC's Indicative IPO Pricing
Five interesting news/developments that influence Thai equities and came across our radar screen recently: PTTOR and CENTEL form a toehold joint...
522 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
331 Views