San Miguel Food & Beverage Re-IPO - Dominant Market Share in Its Key Markets
San Miguel (SMC PM) is looking to sell 1bn San Miguel Food and Beverage (FB PM)'s shares with a 332m shares upsize option worth about US$2.1bn...
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Berli Jucker: Strong Tissue Sales Offset Retail Pains
While we do not own shares of BJC, we have always taken a keen interest in them since they acquired Big C, the country's second largest hypermarket...
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The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
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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Thirsty Thailand: Major Players in the Beverage Industry
When you enter a food court, the first thing you notice is that the food court operator tends to have monopoly over the drinks stand. It's the...
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BJC (BJC TB): Leveraging Big C Expertise in ASEAN Expansion
Strong stock price momentum and improving asset turnover relative to its sector BJC aims to increase profitability for Big C through doubling the...
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