CPF Global Food Solution Pre-IPO - The Positives - One of the Largest Players in the Industry
CPF Global Food Solution (2247162D TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the positive...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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The Autobot Update (March): Riding on the Big Boy's Coattails
In addition to crunching the industry numbers provided to us by Toyota, we also visited Thai Rung. Thai Rung is one of the smallest and least...
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Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
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This Ain't Winterfell, Summer Is Coming!
Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...
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