The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Dark Clouds Over Erawan
We recently visited Erawan and Global Green Chemicals (GGC TB) this week. Let's just say the companies are having a hard time even before the...
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Golden Agri: Pricing Up / Stock Down: Trading Buy
INVESTMENT CONCLUSION: An improved outlook for CPO pricing should support the shares into the S$0.30s. Pricing expectations have improved as a...
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PTT Group: GPSC-Glow Deal Update / Getting GGC Back on Track
Today, we visited GPSC, which has committed to doing the biggest deal in Thailand for 2018 with its plans to acquire Glow. In many ways, GPSC will...
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Snippets #13: Dude, Where's My Inventory?
The Case of The Missing 72,000 Tons. The stock price of PTT's flagship renewable company, GGC ( A Power Update With PTT), tanked after it reported...
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