Thai Food Titans: CPF and Thai Union
We met up with two of Thailand's largest food companies, namely CP Foods and Thai Union. These 'foodsters' delivered growth between 36-50% on the...
558 Views
The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
314 Views
PTT Oil and Retail (PTTOR) IPO Initiation: Octane Ratings
PTTOR has kicked off pre-marketing for a IPO to raise around $2 billion, according to press reports. Overall, as a market-leading business, PTTOR...
736 Views
Sheng Siong (SSG): Sustainable High Growth?
Singapore statistics reported that the revenue increase from supermarkets, CSs has slowed down while F&B sales have grown 60% QoQ, reflecting a...
390 Views
Catalyst Calendar for Thai Equities 2021
Many catalysts will pop up in late 2020 and the year 2021, which will likely test Thailand in terms of consumer sentiments, politics, and tourism...
371 Views