Betagro IPO: The Bull Case
The key elements of the bull case rest on top quartile growth rates, a well-functioning core business, rising profitability, cash generation and...
241 Views
BAREIT IPO - Maiden Airport-REIT Listing Should Garner Interest. Yield Is Better as Well.
BA Airport Leasehold REIT (BAREIT TB) is looking to raise up to US$173m in its Thailand IPO. BA Airport Leasehold REIT (BAREIT), sponsored by...
272 Views
BA Airport Leasehold REIT Pre-IPO - First Airport-REIT, Expect Stable Income
BA Airport Leasehold REIT (BAREIT TB) (BAREIT) is looking to raise about US$290m in its Thailand IPO. BAREIT, sponsored by Bangkok Airways, is...
412 Views
Betagro Pre-IPO - The Negatives - Muted Long Term Track Record and Operating on Razor Thin Margins
Betagro Group (1737144D TB) is looking to raise about US$600m in its upcoming Thailand IPO. Betagro is an integrated agro-industrial and food...
422 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
318 Views