The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Berli Jucker (BJC TB) - Bright Lights at the End of the Tunnel
Berli Jucker's retail business under Big C continues to see pressure from COVID-19 issues but improvements are underway and it is expanding again,...
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BJC: Weak Earnings Outlook in 3Q21
We reiterate our HOLD rating with a target price of Bt37 based on 30xPE’1H22E, close to average of consumer discretionary sector .
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BJC: 2Q21 Earnings Remain Weak QoQ
We maintain BUY rating with a lower target price of Bt37 (-14% from Previous TP) based on 30xPE’1H22E, closed to Consumer Discretionary Sector.
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Thailand - 120 Days Later - Fully Vaccinated Tourism to Resume
Thailand plans reopen to reopen its borders to the fully vaccinated in 120 days without quarantine restrictions, which will be a boon for the...
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