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...
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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...
393 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...
463 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%),...
551 Views
The Week that Was in ASEAN@Smartkarma - Doubledragon, Indonesian Property, and UOB's Bad Loans
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
471 Views