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...
247 Views
Last Week in Event SPACE: Keppel, Aussie Unity, Jardines, Delphi, Hong Kong's WVRs, Ingenico
Last Week in Event SPACE ... Keppel Corp Ltd (KEP SP) is still trading cheap to its index and earning comps. It is trading relatively cheap...
395 Views
PCC Concludes Merger-To-Monopoly In Holcim/San Miguel Tie-Up
Back on the 9 May last year, San Miguel (SMC PM) and LafargeHolcim Ltd (LHN SW) entered into a share purchase agreement whereby SMC (via...
420 Views
The Christmas Week That Was in ASEAN@Smartkarma - Jiwasraya Insolvency, Thai Retail, and Astra Intl.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
566 Views
SCCC: Dividend Play
We initiate coverage of SCCC with a BUY rating and a 2020E target price of Bt229.0, derived from 17.7x PE’20E, which is its 3-year trading average...
635 Views