The Thailand Turnaround
The long-term decline in Thailand allocations among Asia Ex-Japan funds appears to be stabilising. We analyse the shift in sentiment among investors.
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Towards A New Holdco As Asian Sea (ASIAN TB) Spins Off Pet Food Sub
Assuming a typical holding company discount of ~25%, I see little upside here. With a long-dated spin-off, I would expect shares to drift in the...
270 Views
The Week That Was in ASEAN@Smartkarma - Carousell to List, Astra International, and Ultrajaya Milk
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
263 Views
C.P. Pokphand’s Privatisation Bid from CPF
CPP announced a privatisation offer from CPF at HK$1.15 cash for each scheme share. Overall, we think the offer price is attractive and that the...
585 Views
Smartkarma Corporate Webinar | Asian Sea: Pet Food and Frozen Sustainable Growth Drivers
On 24 August, 5pm SGT, join us for a Corporate Webinar featuring the CFO of Asian Sea, Akamon Prasoppolsujarit, and the CFO of Asian Alliance...
572 Views