SCG Chemicals Pre-IPO -The Positives - A Strong Regional Player
SCG Chemicals (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the positive aspects of the deal.
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Special Report: Election Rally (History to Repeat Itself)
The biggest gainers were the finance, property development and ICT sectors. We thus recommend speculating on SIRI, SC, SCB, KBANK, CPALL, INTUCH,...
355 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Blindside Win, ROTI's Freshly Baked, and Prodia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
523 Views
The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
461 Views
BBL/KBANK: Huge Outperformance as BBL Nears NVDR Limit
BBL has outperformed KBANK by 33% over the last 11 months. The price ratio is nearing the high end of the historical range. BBL trades at a higher...
571 Views