The Week that Was in ASEAN@Smartkarma - Widodo Leads, a Retail Conundrum, and Indonesian E-Commerce
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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M: Trimmed 2019-20E Earnings Forecast by 12% and 19%
M had 4Q18 net profit of Bt606m (+11%YoY, -10%QoQ). The 2018 earnings was 10% lower than our forecast but in line with our expectation. Excluding...
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MINT's First Post-Acquisition Update
We caught up with MINT and Bangkok Dec-Con today. Some highlights from the meeting: MINT has gained international presence following the...
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Catalyst Calendar for Thailand 2019
While it may not be possible to get 100% visibility on upcoming analysts, the team at MCorp Review figured that it would be useful to start a...
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BreadTalk (BREAD SP): As Din Tai Fung Opens in London, CEO Puts Out Target to Double Mkt Cap
Breadtalk (BREAD SP) has been a great Singapore Inc story since its founding in 2000. The company, under the leadership of George Quek, has grown...
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