The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
305 Views
Semen Indonesia Persero Tbk (SMGR IJ) - Fortress Mentality
Semen Indonesia Persero Tbk (SMGR IJ) released a decent set of number for 2019, with a strong finish to the year. It also realised significant...
381 Views
The Week That Was in ASEAN@Smartkarma - Thai Corona, Kalbe Pharma, and SingTel's "Discount"
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
332 Views
Airport of Thailand (AOT): No Visa and Premium
Thai Airways International (THAI TB) now requires passengers departing from China, Italy and South Korea to present health certificates before...
304 Views
SCG Packaging Pre-IPO - Shift to Packaging Has Been Aiding Margins but Acquisition Drove up Leverage
SCG Packaging (SCGP) aims to raise around US$1bn in its Thailand IPO. It is a part of the Siam Cement (SCC TB) group, which aims to hold at least...
394 Views