Thai Macro Watch (January'18): The Strong Baht Scare
In an earlier review titled The CIO’s Corner: QE Unwinding, Laggards, & Rejuvenators, MCorp Review highlighted the medium-term risk of capital...
271 Views
The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
295 Views
IPO Stalker: TOA, More Expensive than a Modigliani
How many world famous paintings can you buy if you sold Thailand's biggest paint company?The correct answer is eight.For the US$1.93bn that TOA is...
373 Views
Smartkarma: ECM Coverage Weekly Update (14 October 2017)
The Smartkarma ECM Team puts out a weekly update on the deals we have covered recently, along with updates for upcoming IPOs. Buckle up! We are in...
319 Views
TOA Paint IPO: Dominant but Growing Slowly
TOA Paint started to market its USD370m IPO to list in Thailand. Athaporn Arayasantiparb, CFA wrote a quick note on this IPO here. In this insight,...
648 Views