AWC: Group EBITDA Already Turned Positive in 3Q20
•AWC report net loss of Bt620m in 3Q20. A moderate recovery from all time low level in 2Q20 which driven mainly by hospitality revenue (+239%QoQ)...
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SCG Packaging IPO Trading - Placed with Domestics
SCG Packaging (SCGP TB) raised around US$1.2bn in its Thailand IPO. Given its lack of growth in the past, we remain less than excited, to put it...
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The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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AWC: Positive Sign for Domestic Tourism Industry
We upgrade rating for AWC to BUY from HOLD with expectation for gradual recovery in earnings from 4Q20 onwards after reported net loss in 2Q20. We...
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Sri Trang Gloves IPO Trading - Riding on COVID-19 Second Wave
Sri Trang Gloves (STGT TB) raised around US$480m (THB15bn) in its Thailand IPO. The company is globally the third largest glove manufacturer, by...
520 Views