Thai Retail - Who Will Bite the Tesco Lotus Bullet?
Tesco PLC (TSCO LN) announced the sale of its Thai operations under Tesco Lotus along with its Malaysian operations in November 2019, with a slated...
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Thai Equities: Five Things That Changes in 2020
In Thai Strategy 2020 (Part 1): Key Themes , we explained our increasingly bullish stance on Thai equities. In this review, we focus on just five...
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Snippets #34: Tesco in Play, CRC's Indicative IPO Pricing
Five interesting news/developments that influence Thai equities and came across our radar screen recently: PTTOR and CENTELÂ form a toehold joint...
631 Views
The Week That Was in ASEAN@Smartkarma - Indonesia's Reforms, HomePro, and SCC's Packaging IPO
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
435 Views
WTI Breakout Levels and Energy Plays in Asia
W&T Offshore (WTI US) is pressing on key resistance at 64/65 after clearing the 60.50 breakout barrier. Increased Iran tensions favor a push...
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