The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
236 Views
PTTEP: Possible Earnings Recovery by 3Q20
Last week analyst meeting came out in a neutral tome. We maintain the BUY recommendation with a 2020E target price of Bt97 (WACC 10% and TG 2%), ...
231 Views
The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
298 Views
PTTEP: 1Q20 Results Above Our Expectation
PTTEP reported 1Q20 net profit of Bt8.6bn (-31%YoY, -26%). The result beat our forecast by 26% due to lower than expected impact on PTTEPs gas...
259 Views
The Week That Was in ASEAN@Smartkarma - Healthy Consumers, Defensive Telcos, and Vulnerable SGREITs.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
298 Views