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...
637 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...
388 Views
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
Thai Union Group - 2023-24E Earnings Forecasts Revised Down
The earnings outlook in 1Q23E seems gloomy, with the firm revising down its sales growth and gross profit margin targets.
370 Views