TRACKING TRAFFIC / Container Shipping: End of the Rollercoaster Ride
For container rates and profitability, it's been a wild rollercoaster ride over the past three years. But now shares of pure play Evergreen Marine...
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Atlas Arteria Placement - How to Lose Friends and Alienate Your Largest Shareholder
Atlas Arteria (ALX) aims to raise around US$2bn (A$3bn) via a non-renounceable entitlement offer to fund the purchase of its majority interest in...
375 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Media, Thai Beer, and Banks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
244 Views
ThaiBev BeerCo ESG Analysis: Among the World's More Sustainable Brewers Despite Social-Pillar Issues
Putting a brewery under the ESG microscope usually doesn’t end well. ThaiBev's BeerCo is an exception, ranking among the world's more sustainable...
261 Views
ThaiBev’s BeerCo IPO: First Look
ThaiBev's BeerCo IPO could raise as much as $2 billion on the SGX, according to press reports. In this note, we take a first look at BeerCo’s...
430 Views