STI: Acquisition Benefits Are Not Fully Priced In, Strong BUY
We still believe that the market does not consider the benefits of the AEC acquisition to the full extent, providing high upside potential for STI.
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BGC: Re-Opening the Cities Will Drive 2H20 Performance
Yesterday analyst meeting came out with a slightly positive tone. We expect 3Q20 performance to grow QoQ and YoY as revenue from packaging business...
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STI: Solid Groundwork Laid for an Attractive Investment
We initiate coverage on STI with a BUY recommendation based on a target price of Bt10.10, implying an upside of 29% from the current price. We...
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Central Retail (CRC TB) - Buy for Looming Recovery
Central Retail (CRC TB) has been probably been the most impacted retail player in Thailand from COVID-19, given its heavy exposure to department...
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The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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