FamilyMart Tender Offer - Winnie and HunnyPot Redux
Today (Weds 8 July 2020) after the close, but before FamilyMart Co Ltd (8028 JP) released its earnings, the Nikkei reported that 50.1% owner Itochu...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
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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Thai M&A (Part 1): Five Biggest Deals in Thai History
This May is officially M&A month for MCorp Review, as we start off with the 5 largest deals in Thai corporate history. The retail sector and...
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Central Retail - Cheaper Than Its Peer Basket
Central Retail (CRC TB) has been a much discussed name over the last few weeks, following its IPO, listing and subsequent sell off. The stock is...
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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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