Airport of Thailand (AOT): 120 Days to Reopening
As the Thai govt announced that they will open the borders in 120 days, the Airports of Thailand share will rally hard as it directly links with...
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CENTEL: Losses Continue into 1Q21 Earnings
CENTEL reported 1Q21 net loss was at Bt476m compared to net loss of Bt45m in 1Q20 and net loss of Bt1.4bn in 4Q20. We upgrade our recommendation to...
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CENTEL: Losses Continue into 2021 Earnings
We expect earnings to remain at loss in 2021 before returning to pre-COVID level in 2023, driven by recovery of tourist arrivals to Thailand since...
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Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
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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...
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