Quiddity Leaderboard SET50 Dec 23: JMT Network Addition and Centel Plaza Deletion Likely
If you believe deletions fears have been factored into DELTA's share price, getting LONG DELTA vs the SET 50 index could be an interesting trade...
415 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Specialty, ASSA & Logistics, and Indosat
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
374 Views
Big C Retail Pre-IPO - The Negatives - Hasn't Recovered from COVID
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note we talk about the not-so-positive aspects...
437 Views
Big C Retail Pre-IPO - The Positives - Has a Strong Presence
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the postive aspects of the...
397 Views
CPF Global Food Solution Pre-IPO - The Negatives - Muted Growth Prospects
CPF Global Food Solution (2247162D TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the not-so...
293 Views