Central Pattana - Stock Buyback Should Support Relative Performance
On 20 February, Central Pattana Pub (CPN TB) announced a share repurchase of up to 77m shares (1.7% of paid up capital) and up to THB 5bn to be...
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Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
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Thai Retail - Who Will Bite the Tesco Lotus Bullet?
Tesco PLC (TSCO LN) announced the sale of its Thai operations under Tesco Lotus along with its Malaysian operations in November 2019, with a slated...
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The Week that Was in ASEAN@Smartkarma - Jakarta Troubles, Bank Central Asia, and Thai REITs.
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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A Second Look at Thai REITs
REITs are fairly new asset class in Thailand. Today, we met with CPN, a sponsor of some of Central Group's most important commercial REITs, and...
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