The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
322 Views
CRC: 3Q20 Earnings Should Recovery After Re-Opening All Department Stores
CRC reported 2Q20 net loss of Bt2.6bn compared to net profit of Bt1.3bn and Bt743m in 2Q19 and 1Q20, respectively, the worst quarter from available...
266 Views
The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
296 Views
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%...
313 Views
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...
377 Views