OSP: Solid Performance Among COVID-19 Pandemic
We maintain positive view toward its medium to long-term outlook driven by 1) Growing and gaining market share in Thailand energy drinks; 2) Solid...
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OSP: Very Impressive Start for 2021
We maintain BUY rating with target price at Bt43, based on 35xPE’21E, the average of the Thailand energy drinks stocks. We maintain positive view...
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The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Monde Nissin IPO, and Singapore's Free Press
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Ngern Tid Lor IPO Trading - Should Be a Steady Listing
Ngern Tid Lor (NTL), a financial service provider based in Thailand, raised around US$1bn in its Thailand IPO. Prior to listing, it was jointly...
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OSP: King of Energy Drinks in Thailand
We initiate coverage of OSP with a BUY rating, based on a target price of Bt43.0, which is derived from 35xPE’21E, close to the average of the...
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