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...
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CPF Global Food Solution Pre-IPO - The Positives - One of the Largest Players in the Industry
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 positive...
517 Views
The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
459 Views
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...
480 Views
ECM Weekly (11th Dec 2022) - ITail, Sunshine, Weilong, VinFast, Skymark, Tian Tu, Cntry Gard, Nippon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
615 Views