The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
248 Views
Snippets #47: Pa Daeng's Trades, Battle for CAT's 5G Network
Country Group gets busy: Selling power, buying hotels, issuing warrants, while AIS and the other two telcos duke it out to supply towers to CAT's...
409 Views
GPSC: 3Q20 Earnings to Grow YoY While Remain Flat QoQ
Last week analyst meeting came out in a neutral tone. We maintain the BUY rating with 2020E target price of Bt89, derived using DCF methodology...
240 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
283 Views
GPSC: 2Q20 Earnings to Grow from IPP Seasonality
Yesterday analyst meeting came out in a positive tone. 2Q20 earnings outlook looks bright from IPP seasonality overcoming weak SPP operation from...
100 Views