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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Snippets #11: DTAC Says No to 1800MHz?!?
DTAC refuses to bid. Now What? Last Friday, one of the craziest things happened in Thai telecom history. Much like the time CAT managed to block a...
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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:Â 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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