Thailand's Tourism Dilemma - Buy Retailers, Hospitals, and Select Hotels
Thailand has maanged
290 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
312 Views
CENTEL: Earnings Momentum Remains Weak in 2H20
Yesterday analyst meeting came out with a neutral tone. We expect loss to continue into 2H20, despite lower extent. Given its weak earnings...
279 Views
CENTEL: Will Bounce Back to Pre-COVID-19 Levels in 2022
We initiate coverage of CENTEL with a BUY rating, based on a target price of Bt25.0, which is derived from a DCF methodology (11% WACC, 2% terminal...
248 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
277 Views