MTR (66): Open or Closed?
The Chinese government is to reduce the quarantine period may bring some positive sentiment to MTR but the border between China and HK remains...
419 Views
Thailand Reopening: Tourist Traffic Increase Beneficiaries
Chinese zero COVID policy dampens the growth and recovery story, but the travel recovery in South East Asia in Thailand is favored as a holiday...
296 Views
BEM: Expect to Report Five-Quarter High Net Profit in 1Q22
We expect the company to report net profit of Bt400m in 1Q22. (+1%QoQ +31%YoY), the highest level in the past five quarters. YoY expansion will be...
222 Views
BEM: Expect 4Q21 Earnings to Recover Strongly and Onward to 2022
We maintain BEM with a BUY rating and a target price of Bt10.30 derived from SOTP methodology, which is equivalent to 51.5xPE’22E.
192 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Goldilocks, BCA's Inflexion, and Sido Muncul
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
132 Views