ARROW: Benefit from Project Kick-Off After Seeing Election Schedule
We maintain our BUY rating on ARROW with the target price of Bt10 derived from 15.1xPE’1H19E, which represents its five-year average trading range...
462 Views
The Week that Was in ASEAN@Smartkarma - Discover Sing, Beauty, and the Indonesian E-Commerce Boom
This week's offering of 31 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
244 Views
ARROW: 1Q18 Is the Lowest in Twelve Quarters and Ready to Turnaround
ARROW reported 1Q18 net profit of Bt39m (-14%YoY, -13%QoQ) below our expectation. The 1Q18 result accounts for 16% of our full-year...
117 Views
SMPC: Sales Was the Record Level but GPM Drop at Lowest Twelve Quarter
SMPC reported 1Q18 net profit of Bt117m (-4%YoY, -23%QoQ) below our expectation. The 1Q18 result accounts for 16% of our full-year...
144 Views
The Week that Was in ASEAN@Smartkarma - Premium Services, Wisdom, and Energy
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
224 Views