CHG: Set for Double Digit Growth in 2021E
We maintain BUY rating with 2021E target price of Bt2.90, derived from a discounted cash flow valuation (WACC = 5.0% and terminal growth = 2.0%)....
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CHG: Back on Growth Track
We upgrade our recommendation to BUY rating, from HOLD, with new 2021E target price of Bt2.90, from Bt2.65, derived from a discounted cash flow...
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BCH: 2Q20 Earnings Should Be the Bottom Quarter
Yesterday analyst meeting came out with a neutral tone. We expect 2Q20 earnings to be the bottom quarter, given full quarter impact from COVID-19...
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The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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