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Carabao Group (CBG TB)
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101
Analysis
Consumer Staples
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Thailand
Carabao Group PCL, through its subsidiary, manufactures and distributes energy drinks.
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bullish
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Cross Asset Strategy
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29 Jun 2020 13:22
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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299 Views
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bullish
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Osotspa Public Company Limited
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26 Jun 2020 19:21
Osotspa Placement - Resilient Business but Founding Family Is Selling
The Osathanugrah family, specifically Petch Osathanugrah, Puree Osathanugrah, Purat Osathanugrah and Orizon Limited, are looking to sell their...
Zhen Zhou, Toh
786 Views
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bullish
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Berli Jucker
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26 Jun 2020 15:51
Berli Jucker (BJC TB) - Calm After the Storm
Leading Thai consumer company Berli Jucker (BJC TB) had a reasonable start to the year but COVID-19 has taken its toll in 2Q2020, with lockdown...
Angus Mackintosh
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353 Views
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bullish
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Cross Asset Strategy
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25 May 2020 11:44
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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283 Views
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bullish
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Cross Asset Strategy
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18 May 2020 12:08
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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244 Views
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