BJC (BJC TB): Realizing Synergies from Big C Acquisition
Strong stock price momentum and strong net profit momentum relative to its sector BJC aims to increase profitability for Big C through doubling...
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The Week that Was in ASEAN@Smartkarma - Interest Rates, Movies, and Small Cap Winners
The second week of 2018 saw the publication of a whole host of substantive and actionable insights across ASEAN on Smartkarma. I include a brief...
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TCC Group: The Man With the Iron Wallet
A dozen deals! In this review, we look at six listed deals and six non-listed deals that remade Charoen's TCC Group in the last five years. Known...
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Thai Macro Watch (September): Hurricanes, the Great Escape, and End of Mourning
New milestones. In this month, the Thai market not only broke through the key resistance level of 1,600 but almost seems to be heading to the next...
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The Next Victim of the KFC Deal Could Be...Pepsi!
Pepsi Rock(ed). Yeah, life used to be pretty good if you were running Pepsi in Thailand. Not only was this one of the few markets apart from India...
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