The Best of May/June 2019 Company Visits
During this period, we visited around 10 companies. These were the two we liked best of the pack. Osotspa, one of the country's oldest...
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The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
543 Views
IPO Stalker: Osotspa's First Public Meeting in a Century
We attended the shareholder meetings of Osotspa, the country's top domestic energy drink market leader, and Wave Media, a subsidiary of BEC World...
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IPO Stalker: Bangkok Glass, Singha Beer's Bottle Maker
Once rumored to be the possibly the largest IPO in Thailand for year 2018, Bangkok Glass PCL (BG TB) will IPO itself at a fraction of the champion...
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The Week that Was in ASEAN@Smartkarma - Indo Opinion Polls, Philippines F&B, and Thai Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
519 Views