Indocement Tunggal Prakarsa (INTP IJ) - Bunkering Down for a Better Year
Indocement is a high-quality core holding for exposure to the recovery in cement demand this year and next, with lower costs and digitalization...
220 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
285 Views
SCCC: Cost Control Helped Offsetting Weak Cement Demand
We maintain BUY rating on SCCC with a new 2021E target price at Bt192.0 (from Bt139.0), derived from 15.9xPE’21E, which is currently trading of...
236 Views
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
SCCC: Negative Outlook Should Already Priced In
We maintain BUY rating on SCCC with new 2020E target price at Bt139.0 (from Bt229.00), derived from 14.2xPE’20E, which is current trading of Asia...
242 Views