Big C Retail Pre-IPO - The Negatives - Hasn't Recovered from COVID
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note we talk about the not-so-positive aspects...
465 Views
Big C Retail Pre-IPO - The Positives - Has a Strong Presence
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the postive aspects of the...
479 Views
CP ALL Pcl (CPALL TB) - Omnipresent Operator
CP ALL is an omnichannel retailer and the largest weighting in MSCI Thailand and has seen pressure from foreign outflows due to political...
64 Views
The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
290 Views
Berli Jucker (BJC TB) - The Big C Factor
Berli Jucker's 1Q2023 results were driven by growth across its segments from modern retail to packaging to the consumer segment. The key near-term...
296 Views