The Week That Was in ASEAN@Smartkarma - Thai Union, Bluebird Taxi, and Cement
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
241 Views
BGC: Relieved Concern on Capital Raising
We upgrade our rating for BGC from HOLD to BUY with a new target price of Bt14.0 based on 14.9xPE’21E, close to the average of the Thai packaging...
249 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
178 Views
BGC: Uncertainty over M&A Deal Remain Overhang Until AGM in April
We maintain HOLD rating with a target price of Bt11.5 based on 12.3xPE’21E, close to the average for the Asia ex-Japan Materials Sector. Our EPS in...
224 Views
BJC: Expect SSSG to Bottom Out in 4Q20
We maintain our positive outlook in 2021 earnings driven by improvement of SSSG by 3%YoY in 2021E , recovery in rental income and cost saving from...
324 Views