Thai Macro Watch (August): The New Tech Wars, Chinese Flood
Events half the world away have a way of sending ripple effects on Thai equities. In this review, we examine five such events and their...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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DELTA: Covid-19 Impact Surprisingly Turned Positive
We maintain HOLD rating on DELTA with a new 2021E target price at Bt84.00, from Bt56.50, derived from 21.2xPE’21E, which is +1SD of its 5-years...
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The Week That Was in ASEAN@Smartkama - Asian Exports, Thai Media, and Philippine Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
312 Views
DELTA: Prime Beneficiary of Transition to Electric Vehicles
We initiate coverage of DELTA with a HOLD rating and a 2021E target price of Bt56.50, derived from 17.5x PE’21E, which is its 5-year trading...
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