SCG Packaging IPO Trading - Placed with Domestics
SCG Packaging (SCGP TB) raised around US$1.2bn in its Thailand IPO. Given its lack of growth in the past, we remain less than excited, to put it...
360 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
406 Views
Sri Trang Gloves IPO Trading - Riding on COVID-19 Second Wave
Sri Trang Gloves (STGT TB) raised around US$480m (THB15bn) in its Thailand IPO. The company is globally the third largest glove manufacturer, by...
565 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
322 Views
Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
582 Views