Kerry Express Thailand IPO Trading - Delivering a Christmas Present
Kerry Express Thailand (KEX TB) raised around US$277m in its IPO. Given its brand recognition, strong investor backing and sole way to play the e...
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SCG Packaging IPO Trading - Placed with Domestics
SCG Packaging (SCGP TB) raised around US$1.2bn in its Thailand IPO. Given its lack of growth in the past, we remain less than excited, to put it...
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SCG Packaging IPO: Risks-Rewards Attractive at the Higher-End of the IPO Price Range
In our previous note, SCG Packaging IPO: Short-Term Catalysts Are Not Attractive, we suggested that, while we like SCGP for its longer-term...
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The Week that Was in ASEAN@Smartkarma - Singapore's Election, Thai Hospitals, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Osotspa, Indorama: Strong Operations Amidst Pandemic
We visited consumer products giant Osotspa, manufacturer of top-selling energy drinks M-100 and liquid Vitamin C C-Vitt, and petrochemicals giant...
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