The Week that Was in ASEAN@Smartkarma - Ramayana, Plantations, and Thai Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
445 Views
Berli Jucker and Aqua Weather the Downturn
Overall, these two companies we met today, Berli Jucker and AQUA, are really making the most of a bad situation. Berli Jucker's Big C unit benefits...
430 Views
JUBILE: 2Q19 Earnings Hit a Record Level
JUBILE reported 2Q19 net profit of Bt67m (+37%YoY, +26%QoQ), the record level and better than our expectation. YoY growth was driven by 15%YoY...
383 Views
The Week that Was in ASEAN@Smartkarma - Ace Hardware, Thai Retail, and Indonesian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
449 Views
BJC: Solid Supply Chain in the Retail Business
We initiate coverage of BJC with a BUY rating and a target price of Bt61, derived from a DCF methodology (WACC 7.2% and terminal growth of 1%),...
540 Views