Thailand : The Empire Strikes Back
Thai politics entered an uncharted territory where many voters view the current coalition as a betrayal of their trust and we believe the surge in...
413 Views
The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
645 Views
The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
391 Views
CP ALL Pcl (CPALL TB) - Omnipresent Operator
CP ALL is an omnichannel retailer and the largest weighting in MSCI Thailand and has seen pressure from foreign outflows due to political...
138 Views
Berli Jucker (BJC TB) - The Big C Factor
Berli Jucker's 1Q2023 results were driven by growth across its segments from modern retail to packaging to the consumer segment. The key near-term...
414 Views