Chuan Hup: The Chairman Knows A Good Deal
On 4th January 2019, Pci Ltd (PCI SP) announced that Pagani Holding (an SPV indirectly owned by Platinum Equity Advisors) had made an...
755 Views
Thai Corona Crisis (April): Bangkok and Phuket Become Ghost Towns!
The COVID-19 pandemic continues to take a heavy toll on the Thai economy and decimate Thai equities on so many fronts. In this review, we highlight...
611 Views
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
437 Views
BreadTalk: Placed For Take Out
On the 24 February, BTG Holdings, an SPV jointly-held by George Quek (BreadTalk's founder and chairman), his wife Katherine Lee (deputy chairman...
633 Views
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
414 Views