BJC: Expect SSSG to Bottom Out in 4Q20
We maintain our positive outlook in 2021 earnings driven by improvement of SSSG by 3%YoY in 2021E , recovery in rental income and cost saving from...
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Thai Beverage (Thbev): Brewing for Reopening
Thai Beverage is uniquely positioned as a Thai company listed in Singapore with an exposure to the reopening of tourism in Thailand.
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Pfizer Vaccine: Winners and Losers
Similar to China Outbreak Theme: Winners and Losers , this insight will discuss the potential winners and losers from the announcement of the vaccine.
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QL Resources (QL): Take Profit?
Assuming all 300 stores are opened and profitable, the company's forward PER is around 25-45x; higher than the regional peers' average valuation...
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Thailand: Top 5 Stocks that Investors Should Buy Now
As the travel bubble between Thailand and China is on the card, the inflection point Thai equity market particularly for tourism and consumption...
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