The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
294 Views
Last Week in Event SPACE: Keppel, China Merchants, Bumrungrad, Clear Media, Luckin, Lotte Group
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is now trading rich to the average basket on an outright basis, and is trading cheap vs...
309 Views
(Mostly) Asia M&A: April 2020 Roundup
For the month of April, just six new deals were discussed on Smartkarma with an overall announced deal size of ~US$9.4bn. Clicking on the...
544 Views
The Week That Was in ASEAN@Smartkarma - Remarkable Vietnam, Indonesian Retail, and Thai Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
291 Views
KBANK / BBL Update (With Less Permata on the Side)
At the end of February, I wrote an insight about the Kasikornbank PCL (KBANK TB) / Bangkok Bank Public (BBL TB) pair based a combination of...
295 Views