Last Lap Thai Strategy Recap (Q4'19)
As Q4'19 approaches, there is an opportunity to spruce up returns, or at least prevent them from being worse. Here's what we see in terms of...
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The Week that Was in ASEAN@Smartkarma - Trade War Winners, Indonesian Hospitals, and Thailand M&A
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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I-Tail Corporation IPO Trading - Should Be Able to Provide Some Holiday Cheer
I-Tail, an OEM in the wet pet food category, raised around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group (TU TB).
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IPO Radar: SAV, Samart's Air Traffic Control Arm in Cambodia
We spent three years covering Samart (the holding company) in UOB, and one of the subsidiaries both we and investors were most excited about was...
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IPO Radar: Bangkok Aviation Center, Training Ground for Thai Pilots
We spotted an interesting new IPO story in the form of BAC, a pilot training school affiliated to Air Asia. Though quite different from Singapore...
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