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...
342 Views
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...
422 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
299 Views
Osotspa Placement - Resilient Business but Founding Family Is Selling
The Osathanugrah family, specifically Petch Osathanugrah, Puree Osathanugrah, Purat Osathanugrah and Orizon Limited, are looking to sell their...
786 Views
CBG: C+ LOCK Would Be a New S-Curve
Last week analyst meeting came out with a positive tone. We maintain BUY rating with a target price of Bt110 based on 33xPE’20E, close to the Thai...
132 Views