Snippets #18: Naughty CEOs, Southern Crusades
In this review, we highlight five new unrelated developments that might impact the Thai stock market if you happen to hold the affected...
488 Views
The Week that Was in ASEAN@Smartkarma - Monetary Policy, Pay TV, and Cementing Consolidation
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
403 Views
IPO Stalker: Bangkok Glass, Singha Beer's Bottle Maker
Once rumored to be the possibly the largest IPO in Thailand for year 2018, Bangkok Glass PCL (BG TB) will IPO itself at a fraction of the champion...
565 Views
San Miguel Food & Beverage Re-IPO - Dominant Market Share in Its Key Markets
San Miguel (SMC PM) is looking to sell 1bn San Miguel Food and Beverage (FB PM)'s shares with a 332m shares upsize option worth about US$2.1bn...
1.2k Views
Berli Jucker: Strong Tissue Sales Offset Retail Pains
While we do not own shares of BJC, we have always taken a keen interest in them since they acquired Big C, the country's second largest hypermarket...
319 Views