AWC: Anticipate Slow Recovery in Hospitality Business
We are positive toward AWC’s speedy earnings recovery after lockdown relative to other hospitality related stock in Thailand given its high degree...
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PTT Oil and Retail IPO Trading - Still Reasonably Priced at the Top-End
PTTOR raised about US$1.6bn at THB18 per share. In this note, we will look at the deal dynamics and provide implied valuations at different share...
298 Views
SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
545 Views
Kerry Express Thailand IPO Trading - Delivering a Christmas Present
Kerry Express Thailand (KEX TB) raised around US$277m in its IPO. Given its brand recognition, strong investor backing and sole way to play the e...
684 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
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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