Thai Life Insurance Pre-IPO - The Negatives - Lacks Growth
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. In this note, we talk about the not so positive aspects of the...
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Thai Life Insurance Pre-IPO - The Positives - Resilient Performance with a Changing Product Mix
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. It is one of the largest Life Insurance companies in Thailand,...
424 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Utrajaya, and Grab's Results
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
315 Views
CRC: Growth Momentum Intact Despite Uncertainties
Last week analyst meeting came out with neutral tone. We reiterate our BUY rating for CRC with a target price of Bt43.0, based on DCF (WACC of 8.2%...
253 Views
CRC: Expect Strong Earnings Growth YoY in 1Q22
We reiterate our BUY rating for CRC with a target price of Bt43.0, based on DCF (WACC of 8.2% and TG of 2%), implying 35xPE’23E, close to Thai...
274 Views