SCG Decor Pre-IPO - Titan in the ASEAN Decor Surface Segment, Although Hints of a Slowdown Ahead
SCG Decor PCL (SCGD TB) is looking to raise around US$180m in its Thailand IPO. In this note, we look at the firm's past performance.
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MR D.I.Y. Group (MRDIY MK) - Self Sustaining Superbrand
MR DIY (MRDIY MK) remains a standout retailer in Malaysia with its commanding position in the home improvement space and beyond, playing into...
430 Views
The New Year Week That Was in ASEAN@Smartkarma - MrDIY, Dynasty Ceramic, and Bank Mandiri's Livin'
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
436 Views
Dynasty Ceramic Pub (DCC TB) - Tiling Thailand with Large and Small
Dynasty Ceramic Pub (DCC TB) is a high-quality play on the economic recovery in Thailand, with a good governance reputation. Valuations look...
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MR D.I.Y. Group (MRDIY MK) - Unique in Malaysia
MR D.I.Y. has a unique market position and strong brand in Malaysia, and Brunei and generates much higher ROEs than its regional peers hence...
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