The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
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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ACE: Results Are Not Stunning, Stay on HOLD
Good 2Q20 results and follows up on its continuous expansion plans. We revise our forecast to account for the strong results.
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Mechanics and Details of the Uawithya Subsidiaries Divestment
Uawithya has requested shareholder approval to divest three of its renewable power subsidiaries at bargain basement prices. One of the worst...
374 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
299 Views
ACE: Great Growth Opportunities, but the Stock Is Overpriced
We initiate coverage on ACE with a SELL recommendation based on a target price of Bt2.64, implying a downside of 36% from the current price. We...
351 Views