FamilyMart Tender Offer - Winnie and HunnyPot Redux
Today (Weds 8 July 2020) after the close, but before FamilyMart Co Ltd (8028 JP) released its earnings, the Nikkei reported that 50.1% owner Itochu...
1.3k Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
410 Views
Thai M&A (Part 1): Five Biggest Deals in Thai History
This May is officially M&A month for MCorp Review, as we start off with the 5 largest deals in Thai corporate history. The retail sector and...
560 Views
BJC: More Positive on Modern Retail Business
Yesterday analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt61 based on DCF, implying 30xPE’20E,...
520 Views
Central Retail - Cheaper Than Its Peer Basket
Central Retail (CRC TB) has been a much discussed name over the last few weeks, following its IPO, listing and subsequent sell off. The stock is...
563 Views