BGRIM: Expect New M&As in near Term
Yesterday analyst meeting came out in a neutral tone. Expect the 2H21 earnings to be pressured by lower domestic electricity sales due to partial...
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BGRIM: Expecting New Project Announcements in 2H21
Yesterday analyst meeting came out in a positive tone. We maintain the BUY recommendation based on the target price of Bt55.0 derived using DCF...
324 Views
BGRIM: Expect LNG Import to Commence by 2H21
Yesterday analyst meeting came out with positive tone. We maintain the BUY recommendation based on the target price of Bt55.0 derived from DCF...
223 Views
The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
218 Views
Thailand Power Sector: Overweight-Bright 2021 Performance
Power Sector: Overweight-Bright 2021 sector performance. BCPG, GUNKUL, GULF top pick growth stocks. EGCO, RATCH top pick value stocks
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