Berli Jucker (BJC TB) - Consumer Kingpin on the Cusp of Recovery
Berli Jucker (BJC TB) remains an interesting proxy for domestic consumer recovery in SE Asia through its consumer packaging business, and more...
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Thai Food Titans: CPF and Thai Union
We met up with two of Thailand's largest food companies, namely CP Foods and Thai Union. These 'foodsters' delivered growth between 36-50% on the...
402 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
PTT Oil and Retail (PTTOR) IPO Initiation: Octane Ratings
PTTOR has kicked off pre-marketing for a IPO to raise around $2 billion, according to press reports. Overall, as a market-leading business, PTTOR...
574 Views
Sheng Siong (SSG): Sustainable High Growth?
Singapore statistics reported that the revenue increase from supermarkets, CSs has slowed down while F&B sales have grown 60% QoQ, reflecting a...
309 Views