NTV: 15% Sales Growth Causes Increase Bottom Line Growth
NTV reported 1Q18 net profit of Bt107m (+38%YoY, +5%QoQ). The 1Q18 result was 27% of our full-year forecast and in line with our forecast. 1Q18...
183 Views
EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
276 Views
NTV: 4% Sales Growth Causes Increase Bottom Line Growth
NTV had 4Q17 recurring EPS of Bt0.64 (+15%YoY, -2%QoQ). The FY2017 recurring EPS was Bt2.21 (+12%YoY) and was in line of our forecast. 4Q17 net...
166 Views
On the Ground Observations at BCH
We spent three days at BCH (Bangkok Chain Hospital)'s Kasemraj Bangkhae branch while waiting for my mom to recover and share some of our...
186 Views
NTV: Health Provider Leads Care in Northern Metro Bangkok
We initiate coverage on NTV with a BUY rating, based on a target price of Bt64 and derived from 25.6xPE’18E, which represents its five-year average...
250 Views