Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
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Sathorn Series F:Â Exploring Thai Leasing
We met up these two leasing companies again, and it's pretty timely given the recent rumors about Thitikorn's rather quixotic attempt to buy BAY's...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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MBK & Big C: Recoveries Don't Quite Come Through Yet
Maybe, it's the confusing name (One of the largest Asian private equity firms based in Korea uses the same initials), or maybe it's just because we...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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