SCG Chemicals Pre-IPO -The Positives - A Strong Regional Player
SCG Chemicals (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the positive aspects of the deal.
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The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
338 Views
The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
311 Views
BBL/KBANK: Huge Outperformance as BBL Nears NVDR Limit
BBL has outperformed KBANK by 33% over the last 11 months. The price ratio is nearing the high end of the historical range. BBL trades at a higher...
419 Views
Siam Commercial Bank (SCB TB) - Traversing Generations
Siam Commercial Bank remains attractive on valuations and probably deserves to trade at a premium to peers given its digital credentials but more...
267 Views