Siam Commercial Bank (SCB TB) - Let the Games Begin
Siam Commercial Bank trades at a slight premium to peers on 0.9x FY2022E PBV but has the potential to generate higher returns with the formation of...
235 Views
Siam Makro Placement - Smaller Deal Size with a Tight Discount and No Fast Entry
Siam Makro Public (MAKRO TB) is looking to raise up to US$1.8bn. Placement price is fixed and discount is tight. There will also be no index fast...
429 Views
Berli Jucker (BJC TB) - Canned Recovery in Motion
Berli Jucker (BJC TTB) is on the cusp of a strong recovery going into 4Q2021, and even more so in 2021, mainly driven by its retail and packaging...
346 Views
DTAC/TRUE Merger: Details and Index Implications
DTAC and TRUE are exploring a merger of equals. The biggest hurdle could be regulatory approval since the merged entity would have a market share >...
363 Views
Grab - Resilience in Motion
Grab's recent results reflected a resilient performance as growth in deliveries more than offset the slower performance in mobility due to...
327 Views