A Second Look at Thai REITs
REITs are fairly new asset class in Thailand. Today, we met with CPN, a sponsor of some of Central Group's most important commercial REITs, and...
725 Views
S: Outshines Thai Property Peers on High Recurring Profit
We initiate coverage of S with a BUY rating, based on a target price of Bt4.2 derived from a sum-of-the-parts (SOTP) methodology and implying...
508 Views
QH: 2018 Earnings Grew 10% In-Line with Our Forecast
QH has 4Q18 net profit of Bt786m (-13%YoY, -40%QoQ). The 2018 result was in-line with our expectation. 4Q18 earnings from property development...
486 Views
PLAT: Already Priced in the Delay in Opening a New Project
PLAT reported 4Q18 net profit of Bt198m (-3%YoY, +6%QoQ) and in-line with our expectation. Slow sales growth (+3%YoY) due to the delay in opening...
471 Views
Catalyst Calendar for Thailand 2019
While it may not be possible to get 100% visibility on upcoming analysts, the team at MCorp Review figured that it would be useful to start a...
452 Views