Snippets #32: MINOR Acquires Bonchon, ThaiBev's New Listing
Five interesting news or developments on our radar screen include: Minor acquires Bonchon, the most famous Korean fried chicken chain in Thailand,...
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The Week That Was in ASEAN@Smartkarma - Slowing Singapore, Indonesia Media, and Maybank's Woes
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Company Visits: Pruksa's Tough Times, Indorama's Strong Operations
We met up with Indorama, the largest petrochemicals company in Thailand outside PTT Group, and Pruksa, a leader in the low-cost SDH segment that...
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The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
348 Views
IVL: Disappointed Spreads Dragged Its Performance Down
IVL reported 3Q19 net profit of Bt792m (-92%YoY,-65%QoQ), the worst in almost four years. Thus, we cut our earnings forecast in 2019-21E by 29-50%...
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