I-Tail Corporation IPO Trading - Should Be Able to Provide Some Holiday Cheer
I-Tail, an OEM in the wet pet food category, raised around US$600m in its Thailand IPO. It is a subsidiary of Thai Union Group (TU TB).
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GULF : Strong 4Q22 Outlook After Weak Results in 3Q22
We maintain the BUY call with a TP of Bt62.0. Excluding FX and other extraordinary items, the recurring profit was at Bt2.1bn (-6% YoY, -30% QoQ)....
298 Views
The Week that Was in ASEAN@Smartkarma - Diagnosed with Prodia, ITail, and Jardine C&C
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
272 Views
Singtel Holds The Key To Gulf Energy's Takeunder For Thaicom
This is a low-balled Offer from Gulf, Singtel can scupper the transaction. But would they want to be immersed in the politics overseeing the...
292 Views
GULF : Weak 3Q22 Earnings Expected
We reiterate our BUY call with a TP of Bt62.0. We maintain our positive outlook on GULF’s strong EPS growth of 31% in 2023, underpinned by 1.5GWe...
192 Views