MC: Prominent Denim Brand with New Growth Momentum
We foresee an earnings turnaround from new management team, which actively focuses on customer base expansion to high purchasing power group. We...
249 Views
Central Retail IPO Day 20 Feb - Basis Risk, Flow, and Index Dynamics
Central Retail (CRC TB)is one of the largest retailers in Thailand. Its imminent IPO was "known" back in July last year when Central Retail...
648 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
754 Views
McJeans & GFPT: Can It Get Any Worse?
We met up with two very different small-cap companies in the recent weeks, and here's a quick rundown: McJean's earnings collapsed 38% on the back...
648 Views
Company Visits: Carabao, McJeans, & Phol Dhanaya
We visited Carabao, the second largest energy drinks company in the domestic market after Osotspa's M100 ( IPO Radar: Osothspa, The Thai Energy...
611 Views