The Stocks to Own in Thailand – Vol. 37
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, and 10 new...
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The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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SCC: SCGC’s Spin-Off Moves a Step Closer
Maintain BUY rating with a TP of Bt445.00, based on 13.7xPE’22E, which is close to its 10-years trading mean. Unlock value potential through SCGCs...
235 Views
Arwana Citramulia (ARNA IJ) A Finely Glazed Future
Arwana has confirmed a positive outlook for 2022, with an estimate of +30% bottom-line growth from increased volumes, greater efficiencies, and...
274 Views
SCC: Expect a Soft Start in 1Q22 Amid Cost Pressure
Maintain BUY rating with a TP of Bt445.00 based on 13.7xPE’22E which is close to its 10-years trailing average. We foresee 1Q22 core profit to be...
238 Views