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...
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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...
235 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.
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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...
143 Views
Bangkok Expressway (BEM): Ridership Increase
the reopening date is set, and with the support from the Thai government to jump-start the tourism sector, the MRT ridership is set to increase....
194 Views