Thailand Power Sector: Overweight-Bright 2021 Performance
Power Sector: Overweight-Bright 2021 sector performance. BCPG, GUNKUL, GULF top pick growth stocks. EGCO, RATCH top pick value stocks
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BGRIM: Advantage from Declining Gas Cost
Last week's analyst meeting came out in a positive tone. We maintain the BUY recommendation based on the target price of Bt55.0
230 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
181 Views
BGRIM: 3Q20 Core Profit Marked New High
BGRIM reported 3Q20 net profit of Bt500m (-34.4%YoY, -50.8% QoQ). Excluding FX & extraordinary items the core profit was at Bt745m (+10.5% YoY,...
271 Views
The NEW Week that Was in ASEAN@Smartkarma - Omnibus Laws, Credit Costs, and Mr DIY
The NEW Week that Was in ASEAN@Smartkarma includes a curation of the past week's insights across SE Asia together with value-added commentary on...
284 Views