I-Tail Corporation Pre-IPO - Peer Comparison
I-Tail Corporation, an OEM in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of Thai Union Group. In this note,...
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The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
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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Small Cap Diary: Singha Estate, United Papers
We did a quick follow-up on Singha Estate, the parent company of the recently listed Singha Hotels as well as SPRIME, and also had a quick...
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Thai Hotel Battle Rap: Erawan Vs CENTEL
We recently caught up with two of Thailand's major hotel operators, Erawan and Centel, and a third player, NVD, which has some hotel operations but...
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Small Developers on Growth Spurt
It turns out quite a few Thai developers are growing really fast, but we might not have really seen them in the past. A few of the past winners...
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