TASCO: Revise Earnings up Thanks to New Crude Sourcing
The company is now able to procure alternative crudes, starting in 1Q21. Meanwhile, asphalt demand remains solid in 4Q20. we expect the company to...
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The NEW Week that Was in ASEAN@Smartkarma - Syariah Banking, XL Axiata, and Telkom's Tower Spinoff
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
225 Views
Snippets #45: Lobster Alliance, CP All Goes to Laos
Thai Union forms an alliance with restaurant honchos MK and Minor. While CP All expands into Laos, its parent company CP Foods consolidates its...
438 Views
The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
168 Views
TASCO: Medium-Term Disruption from Crude Switching
Analyst meeting held yesterday came out with a negative tone. We expect crude switching to other alternative sources to significantly drag its...
276 Views