The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
288 Views
DELTA: Covid-19 Impact Surprisingly Turned Positive
We maintain HOLD rating on DELTA with a new 2021E target price at Bt84.00, from Bt56.50, derived from 21.2xPE’21E, which is +1SD of its 5-years...
367 Views
The Week That Was in ASEAN@Smartkama - Asian Exports, Thai Media, and Philippine Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
297 Views
DELTA: Prime Beneficiary of Transition to Electric Vehicles
We initiate coverage of DELTA with a HOLD rating and a 2021E target price of Bt56.50, derived from 17.5x PE’21E, which is its 5-year trading...
267 Views
SET50 Index Review - Delta to Sell
Late last evening, the Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index. The changes will be...
554 Views