The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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StubWorld: Mobis & Glovis Spinoff Merger
This week in StubWorld …Hyundai Mobis Co Ltd (012330 KS) is front and center in Hyundai Motor Group's Spinoff Merger, however, Hyundai Glovis Co...
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CP All Group / MAKRO - Barely Breaks Even After 4 Years
MAKRO TB's major shareholder CP All Group is selling down 3.4% of the shares outstanding of MAKRO after market close today. CP All Group acquired...
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StubWorld - Set-Up & Unwind Extremes: CPF/CPALL
This week: despite a multi-year low against CP All PCL (CPALL TB), it is challenging to dragoon a set-up for Charoen Pokphand Foods Pub (CPF...
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The Week That Was in ASEAN@Smartkarma - Consumers, Frontiers, and Mortgages
The Week That Was in ASEAN@SmartkarmaIn this week's ASEAN weekly, better consumption numbers in Indonesia are a theme, with Angus...
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