CBG: The Best Pick Amid COVID-19 Outbreak
We upgrade from HOLD to BUY rating with a new target price of Bt110 based on 33xPE’20E (Previous TP is Bt89), close to the average of the Thailand...
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The Christmas Week That Was in ASEAN@Smartkarma - Jiwasraya Insolvency, Thai Retail, and Astra Intl.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
553 Views
CBG: Valuation Running Ahead of Fundamentals
We initiate coverage of CBG with a HOLD rating, based on a target price of Bt89, which is derived from 33xPE’20E, close to the average of the...
799 Views
SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
637 Views
Company Visits: Berli Jucker, M Visions
We visited one big-cap stock, Berli Jucker, and one pip-squeak recent IPO M Vision today. A couple of highlights: Slow revenue growth at BJC at...
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