Kerry Express Thailand (KEX) IPO: Approach to Valuation
What's the right valuation approach to Kerry Express (KEX), which hopes to complete its IPO in Thailand in the coming weeks?
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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...
387 Views
Company Visits: Osotspa, TTA
We met up with consumer products giant Osotspa and shipping company TTA, which we don't but used to many years ago. This is what they said: Osotspa...
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Thailand's Salty Regulations: Taxing Popcorn, Pizza, and Potato Chips
First, it was the sugar taxes that shook the soft drink and fruit juice industry. Then, it was the famous ban on trans-fats that goes live in 2019....
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