Mid-Year Thai Strategy Review 2020: Focus on Recovery Plays
For mid-year 2020, we maintain most of our top picks such as AOT, MINT, and ERW. However, we also make some changes to the portfolio as...
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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...
275 Views
CRC: 2Q20 Earnings Will Be the Bottom Quarter
We expect CRC’s earnings should recover from 3Q20E onwards given reopening all department stores in 18 May. We maintain our BUY rating with the...
131 Views
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
ESG and IPOs: Pre-IPO ESG Research with Central Retail as a Case Study
The intersection of ESG and initial public offerings is a treacherous corner in the ESG landscape. ESG is highly material and uniquely relevant to...
346 Views