I-Tail Corporation Pre-IPO - Peer Comparison
I-Tail Corporation, an OEM in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of Thai Union Group. In this note,...
281 Views
SCB : It Is All About Execution
SCB remains our BUY call with a target price of Bt144.00. The revenue proportion related to the digital contribution would increase to 30% (from...
120 Views
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, JCNC's Discount, and SCB in Thailand
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
201 Views
I-Tail Corporation Pre-IPO - The Positives - For the Pampered Pets
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
446 Views
SCB : Growth Intact Despite Uncertainty
Maintain BUY for SCB with a new target price of Bt144.00. We like its steady net profit growth, resilient asset quality, undemanding valuation, and...
172 Views