NTV: 4% Sales Growth Causes Increase Bottom Line Growth
NTV had 4Q17 recurring EPS of Bt0.64 (+15%YoY, -2%QoQ). The FY2017 recurring EPS was Bt2.21 (+12%YoY) and was in line of our forecast. 4Q17 net...
156 Views
On the Ground Observations at BCH
We spent three days at BCH (Bangkok Chain Hospital)'s Kasemraj Bangkhae branch while waiting for my mom to recover and share some of our...
175 Views
NTV: Health Provider Leads Care in Northern Metro Bangkok
We initiate coverage on NTV with a BUY rating, based on a target price of Bt64 and derived from 25.6xPE’18E, which represents its five-year average...
238 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
968 Views
Sathorn Series C: Revisiting Thai Insurance
Since the last Clash of the Titans between TMB and SCB over FWD ( TMB Vs SCB: Bancassurance Ain’t Big Enough for the Two of Us!), we haven't spoken...
188 Views