Telecom Review (Sept 2020): AIS and AsiaSoft Get Aggressive on Gaming
AIS reported a minor earnings decline in Q2'20, while AsiaSoft reported a six-fold increase in profits. AIS recently expanded into the game niche.
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The Week that Was in ASEAN@Smartkarma - PAP Retains Power, Rising Sea Ltd, and Cratering Credit Risk
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
346 Views
Valuation Is Approaching an Expensive Zone
We downgrade COM7 with HOLD rating after rolled over 2021E target price to Bt29.30 (Previous TP: Bt24.60) derived from 25.4xPE’21E, Thai consumer...
377 Views
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
338 Views
COM7: Temporary Store Closures Could Hit Earnings by 14% in Worst Case
We estimate 5-14% earnings impact from temporary store closures demanded by emergency decree across Thailand with the aim to prevent COVID-19...
362 Views