Thai Retail - Who Will Bite the Tesco Lotus Bullet?
Tesco PLC (TSCO LN) announced the sale of its Thai operations under Tesco Lotus along with its Malaysian operations in November 2019, with a slated...
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The Week that Was in ASEAN@Smartkarma - Jakarta Troubles, Bank Central Asia, and Thai REITs.
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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A Second Look at Thai REITs
REITs are fairly new asset class in Thailand. Today, we met with CPN, a sponsor of some of Central Group's most important commercial REITs, and...
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Catalyst Calendar for Thailand 2019
While it may not be possible to get 100% visibility on upcoming analysts, the team at MCorp Review figured that it would be useful to start a...
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Snippets #14: Prayuth's Election Run, the Year's Biggst IPO
Our final Snippets for the eventful month of September, which turns out to be our best trading month so far in 2018, features the usual 5-pack news...
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