SCG Chemicals Pre-IPO -The Positives - A Strong Regional Player
SCG Chemicals (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the positive aspects of the deal.
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Quiddity Leaderboard for Thailand SET50 Jun 23:Ramkhamhaeng Hospital Is an Interesting Case
There could be 15 days of volume to buy in Ramkhamhaeng Hospital (RAM TB) if the name achieves a 15% relative gain vs other names and becomes a...
482 Views
The Week That Was in ASEAN@Smartkarma - Semen Indonesia Solid, Kalbe for Longer, and CPALL's Ticking
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
465 Views
CP ALL PCL (CPALL TB) - A King for All Seasons
CP ALL is a top growth pick in Thailand, with EPS expected to grow by +35% and 25% for FY2023E and FY2024E, with ongoing expansion and economic...
634 Views
StubWorld: CPALL Trading "Cheap" To MAKRO
Both CPALL and MAKRO are trading a trifle rich. Yet MAKRO is structurally a different beast after the acquisition of Lotus. I'd tilt towards a set...
446 Views