Betagro IPO: The Bull Case
The key elements of the bull case rest on top quartile growth rates, a well-functioning core business, rising profitability, cash generation and...
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C.P. Pokphand’s Privatisation Bid from CPF
CPP announced a privatisation offer from CPF at HK$1.15 cash for each scheme share. Overall, we think the offer price is attractive and that the...
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The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Thailand Buybacks - Show of Strength or Leap of Faith?
Since the beginning of February, a lot of companies in Thailand have announced stock buybacks ranging from a maximum spend of THB 10m to THB 16bn....
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U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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