BCP: Expect 4Q20 Earnings to Recover from Loss
The stock outperformed the SET index by +40% in last two months and surpassed our previous target price of Bt21.6. We expect BCP to continue the...
281 Views
PTT Oil and Retail (PTTOR) IPO: Valuation Insights
PTTOR has launched its IPO to raise as much as THB47.0 billion ($1.6 billion). A reasonable P/E valuation and solid cornerstone support make PTTOR...
638 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
176 Views
BCP: 2021 Earnings to Be Dampened by TAM
Yesterday analyst meeting came out in a neutral tone. We maintain the BUY recommendation, while revise down the target price to Bt21.6 (from...
209 Views
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...
313 Views