SCC: Covid Hit to Limit Upswing
We maintain our HOLD rating on SCC with new 1H21E target price of Bt306.00, derived from 12.0x PE, which is its 5 years trading average.•We cut...
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Semen Indonesia Persero Tbk (SMGR IJ) - Fortress Mentality
Semen Indonesia Persero Tbk (SMGR IJ) released a decent set of number for 2019, with a strong finish to the year. It also realised significant...
358 Views
The Week That Was in ASEAN@Smartkarma - Thai Corona, Kalbe Pharma, and SingTel's "Discount"
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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Airport of Thailand (AOT): No Visa and Premium
Thai Airways International (THAI TB) now requires passengers departing from China, Italy and South Korea to present health certificates before...
291 Views
SCG Packaging Pre-IPO - Shift to Packaging Has Been Aiding Margins but Acquisition Drove up Leverage
SCG Packaging (SCGP) aims to raise around US$1bn in its Thailand IPO. It is a part of the Siam Cement (SCC TB) group, which aims to hold at least...
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