The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
311 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...
331 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...
381 Views
Central Retail - Cheaper Than Its Peer Basket
Central Retail (CRC TB) has been a much discussed name over the last few weeks, following its IPO, listing and subsequent sell off. The stock is...
433 Views
Central Retail IPO Day 20 Feb - Basis Risk, Flow, and Index Dynamics
Central Retail (CRC TB)is one of the largest retailers in Thailand. Its imminent IPO was "known" back in July last year when Central Retail...
562 Views