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...
381 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...
522 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...
634 Views
I-Tail Corporation Pre-IPO - Initial Thoughts on Valuation
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
400 Views
Berli Jucker (BJC TB) - Well-Packaged Recovery Proxy
Berli Jucker remains a top proxy for the recovery in domestic consumption in both Thailand and Vietnam through its packaging plus for the retail...
329 Views