STI: Acquisition Benefits Are Not Fully Priced In, Strong BUY
We still believe that the market does not consider the benefits of the AEC acquisition to the full extent, providing high upside potential for STI.
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STI: Solid Groundwork Laid for an Attractive Investment
We initiate coverage on STI with a BUY recommendation based on a target price of Bt10.10, implying an upside of 29% from the current price. We...
350 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
244 Views
Golden Land (GOLD TB): Delisting Offer
Almost a year ago to the day, shareholders of Frasers Property (Thailand) Pcl (FPT TB) approved at its EGM the acquisition of Golden Land Prop...
426 Views
The Week that Was in ASEAN@Smartkarma - Jakarta Unrest (?), Indonesia Property, and Asia Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
508 Views