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...
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The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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McJeans & GFPT: Can It Get Any Worse?
We met up with two very different small-cap companies in the recent weeks, and here's a quick rundown: McJean's earnings collapsed 38% on the back...
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Company Visits: Carabao, McJeans, & Phol Dhanaya
We visited Carabao, the second largest energy drinks company in the domestic market after Osotspa's M100 ( IPO Radar: Osothspa, The Thai Energy...
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Maplecroft on Labor & Robotics
A recent report by Verisk Maplecroft has some pretty grim conclusions for labor markets in Asia. It's pretty long reading, but they highlight the...
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