The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
295 Views
Tesco to Offload Its Thai & Malaysia Business: Generous Valuation but Value Is in the UK Business
Tesco Plc, the UK’s biggest supermarket chain announced in December 2019 that they are considering the sale of its operations in Thailand and...
346 Views
The CNY Week That Was in ASEAN@Smartkarma - Thai Retail, Bank Rakyat, and Singapore REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
367 Views
Berli Jucker (BJC TB) - Well-Rounded Consumer Leader
An informative call with Berli Jucker (BJC TB) management underpinned a positive view on the company's prospects for 2020, not just for its Big C...
375 Views
Thai Retail - Who Will Bite the Tesco Lotus Bullet?
Tesco PLC (TSCO LN) announced the sale of its Thai operations under Tesco Lotus along with its Malaysian operations in November 2019, with a slated...
571 Views