COVID-19: A Brutal Lesson in Sustainability and Systemic ESG Risk
The COVID-19 pandemic is, above all else, a human health crisis. But it's a multidimensional crisis that serves as a poignant lesson in global...
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Snippets #38: AWC's New Sacred Bull, Buyback Bonanza
Five interesting news flow/ development we picked up over the last month that could impact Thai equities: AWC's New Tallest Building. Charoen's...
318 Views
ECM Weekly (22 Mar 2020) - ByteDance, Topsports, Budweiser, Innocare, Shanghai Henlius
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. Even...
336 Views
The Week That Was in ASEAN@Smartkarma - Thai Corona, Kalbe Pharma, and SingTel's "Discount"
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
324 Views
Thai Retail - Life After the Tesco Lotus Sale?
The final result of the sale by Tesco PLC (TSCO LN) of its Thai and Malaysian assets was no disappointment, despite the backdrop of a potential...
366 Views