The NEW Week that Was in ASEAN@Smartkarma - Thailand'sToursim Dilemma, Thai Banks, and Wilmar's Stub
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
314 Views
SCG Packaging IPO: Risks-Rewards Attractive at the Higher-End of the IPO Price Range
In our previous note, SCG Packaging IPO: Short-Term Catalysts Are Not Attractive, we suggested that, while we like SCGP for its longer-term...
542 Views
Thailand's Tourism Dilemma - Buy Retailers, Hospitals, and Select Hotels
Thailand has maangedÂ
439 Views
SCG Packaging IPO - Unexciting
SCG Packaging (SCGP TB) aims to raise around US$1.2bn in its Thailand IPO. It is a part of the Siam Cement (SCC TB)Â group, which aims to hold at...
664 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...
280 Views