Shandong Fengxiang IPO - Looks Cheap but Is at Peak Margins
Shandong Fengxiang (9977 HK) Shandong Fengxian (SF), the second-largest fully integrated white-feathered broiler producer in the PRC, is looking...
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Political Pit Stop (June'20): Corona Silver Lining, Rise of Biden?
In this review, we highlight five political or election-related developments that may indirectly impact Thai equities: Biden will now be...
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The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Thailand: Recession Will Be Severe, but Less so than the IMF/ADB Are Forecasting
Both the IMF and ADB expect Thailand to be the worst-performing economy in Asia in 2020, respectively forecasting real GDP to decline 6.7% and 4.8%...
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Thailand Buybacks - Show of Strength or Leap of Faith?
Since the beginning of February, a lot of companies in Thailand have announced stock buybacks ranging from a maximum spend of THB 10m to THB 16bn....
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