The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
228 Views
CP Foods (CPF TB) - Global Food Provider
CP Foods (CPF TB) is a global food player with operations in 17 countries with exports to more than 30 countries. It is recognized as a world...
696 Views
The Christmas Week that Was in ASEAN@Smartkarma - Thai Food Companies, Indonesia Dairy, and KEX TB
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
377 Views
Thai Food Titans: CPF and Thai Union
We met up with two of Thailand's largest food companies, namely CP Foods and Thai Union. These 'foodsters' delivered growth between 36-50% on the...
405 Views
Thai Strategy 2021 (Part 3): Sector Outlooks
The low-base effects and continuation of QE under either Presidents conspire to raise Thai equities in 2021. Buy banks, avoid energy,
252 Views