The Week That Was in ASEAN@Smartkarma -Bank Central Asia, Bank Negara Indonesia, and Central Retail.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
249 Views
Central Retail Corp Ltd (CRC TB) - Realising a Fashionable Recovery
Central Retail Corp remains a core holding to play the retail recovery in Thailand and Vietnam, with the tailwind from the recovery in tourism...
456 Views
MPC - MPC Raised the Policy Interest Rate by 0.25% to 1.50%
We expect the MPC to continue raising the policy interest rate in 2023E to the terminal rate of 2.0%, which is where the real rate will turn...
358 Views
CP ALL PCL (CPALL TB) - A King for All Seasons
CP ALL is a top growth pick in Thailand, with EPS expected to grow by +35% and 25% for FY2023E and FY2024E, with ongoing expansion and economic...
490 Views
CRC : Rebranding for Growth
We remain positive on CRC’s food segment growth outlook in 2022 and ahead after the site visit at Tops CLUB store and Tops Food Hall store, backed...
306 Views