CBG: Ample Opportunity in New Functional Drink Products
We maintain CBG with a BUY rating. Given a positive earnings outlook, our forecast and target price are subject to revise up after earnings...
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SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
546 Views
CBG: Expect 4Q20 Earnings to Hit a Record High
We maintain BUY rating with a target price of Bt141 based on 35xPE’21E, the average of the Thailand energy drink stocks.
226 Views
Berli Jucker (BJC TB) - Consumer Kingpin on the Cusp of Recovery
Berli Jucker (BJC TB) remains an interesting proxy for domestic consumer recovery in SE Asia through its consumer packaging business, and more...
522 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
165 Views