The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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KEX : Net Loss in 3Q22 Has Slightly Improved
We anticipate KEX to continue to incur loss for longer period than we previously expected, but at a lower extent in terms of loss amount. The...
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Betagro IPO Trading - Seems Fairly Valued
Betagro (BTG TB) raised about US$460m in its Thailand IPO. Betagro is an integrated agro-industrial and food business in Thailand. In this note we...
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Bangkok Express and Metro (BEM): Marching On
The early sign of recovery is there and BEM has proven that it participates and does not lag behind the improvement in the ridership recovery as...
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KEX : Net Loss in 2Q22 Should Be Bottom of 2022
We anticipate KEX net loss in 2Q22 at Bt732m to be the bottom quarter of 2022 but still continue to incur net loss for at least in the next two...
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