The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
404 Views
Reality Check XXV: How Much Upside Is Cambodia Worth to CP All?
CP All recently secured rights to expand into Cambodia. In this Reality Check, we dig a little deeper into what it is potentially worth to the...
362 Views
Central Retail (CRC TB) - Buy for Looming Recovery
Central Retail (CRC TB) has been probably been the most impacted retail player in Thailand from COVID-19, given its heavy exposure to department...
479 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Macro, DBS's Positive Surprise, and CPALL
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
447 Views
CPALL and TQM Ace the Pandemic Period
We visited two companies that weathered the pandemic fairly well compared to the rest of the market, namely CPALL, the largest retailers in...
500 Views