BA Airport Leasehold REIT Pre-IPO - First Airport-REIT, Expect Stable Income
BA Airport Leasehold REIT (BAREIT TB) (BAREIT) is looking to raise about US$290m in its Thailand IPO. BAREIT, sponsored by Bangkok Airways, is...
509 Views
Betagro Pre-IPO - The Negatives - Muted Long Term Track Record and Operating on Razor Thin Margins
Betagro Group (1737144D TB) is looking to raise about US$600m in its upcoming Thailand IPO. Betagro is an integrated agro-industrial and food...
552 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, Arwana, and Emperador in Singapore
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
415 Views
Thai Life Insurance (TLI): Borderline SET50 Fast Entry
Thai Life Insurance (TLI) started trading today and is a close Fast Entry add to the SET50 Index. If TLI is added to the index, Bangkok Life (BLA)...
688 Views
Thai Life Insurance IPO: Trading Debut
The average of our DDM and relative valuation methodology suggests a price of THB15.43 per share. Remain on the sidelines as the IPO price is fair.
470 Views