HMPRO: 2H20 Earnings Momentum Already Priced In
Yesterday analyst meeting came out with a neutral tone. We maintain HOLD rating with a target price of Bt15, which is derived from 33xPE’21E, a 40%...
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Thai Corona Crisis (August): New Normal or Second Wave?
Thai COVID-19 infections has largely subsided, and many businesses have re-opened. Yet, a potential 'second wave' of the pandemic could still...
365 Views
The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
288 Views
Central Retail (CRC TB) - Buy for Looming Recovery
Central Retail (CRC TB) has been probably been the most impacted retail player in Thailand from COVID-19, given its heavy exposure to department...
325 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
280 Views