Central Retail - Cheaper Than Its Peer Basket
Central Retail (CRC TB) has been a much discussed name over the last few weeks, following its IPO, listing and subsequent sell off. The stock is...
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Central Retail IPO Day 20 Feb - Basis Risk, Flow, and Index Dynamics
Central Retail (CRC TB)is one of the largest retailers in Thailand. Its imminent IPO was "known" back in July last year when Central Retail...
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Snippets #26: BTS Goes Shopping, Thai Tourism Rescue Plan
In this review, we highlight 5 recent trends/news flow that may impact Thai equities: BTS shifts into hyperactivity buying 7% of RS (cosmetics,...
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COM7: Potential Synergy with the Largest Mass Transit Operator in Thailand
We maintain BUY rating for COM7 and roll over our target price in 2020 to Bt27.80 derived from 27xPE’20E, Thai consumer discretionary sector. The...
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COM7: Thailand’s Biggest IT Retail Chain Is About to Get Huge
We initiate coverage of COM7 with a BUY rating, based on a target price of Bt22.10 and derived from 25.4xPE’19E, which is the Thailand average for...
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