CBG: Expect 4Q20 Earnings to Hit a Record High
We maintain BUY rating with a target price of Bt141 based on 35xPE’21E, the average of the Thailand energy drink stocks.
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Berli Jucker (BJC TB) - Consumer Kingpin on the Cusp of Recovery
Berli Jucker (BJC TB) remains an interesting proxy for domestic consumer recovery in SE Asia through its consumer packaging business, and more...
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The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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The Stocks to Own in Thailand – Vol. 31
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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CBG: WOODY C+ LOCK and Vietnam Market Are a Key Catalyst
Yesterday analyst meeting came out with a positive tone. We maintain BUY rating with a target price of Bt141 based on 35xPE’21E, the average of the...
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