Smartkarma Originals
Thailand: A Two-Player Retail Market? - CPALL and Berli Jucker
In this next part of a Smartkarma Originals Series on ASEAN Retail, we look at Thailand and specifically two companies including CP All PCL (CPALL...
1.6k Views
Thai Beverage (THBEV TB) - Brewing Spin-Off a Positive Catalyst
The recent announcement that Thai Beverage (THBEV SP) is potentially looking to spin-off its brewing operations, which are mainly its beer assets...
590 Views
Singapore’s Largest Consumer Staples Stocks Returned 34% in YTD
In 1Q2019, Consumer Staples was the second-best performing sector with +13.9% total return, reversing the -2.9% total return in calendar year...
175 Views
The Week that Was in ASEAN@Smartkarma - Policy Tightening, Privatisation, and Thirsty Thailand
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
418 Views
Thirsty Thailand: Major Players in the Beverage Industry
When you enter a food court, the first thing you notice is that the food court operator tends to have monopoly over the drinks stand. It's the...
915 Views