The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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GULF: Expect 3Q20 Earnings to Grow Both YoY and QoQ
Last week analyst meeting came out in a positive tone. We maintain our positive outlook and recommend BUY with a target price of Bt45.4 derived...
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ECM Weekly (26 July 2020) - Li Auto, Ant Financial, Tigermed, Mindspace, Blue Moon
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs. The...
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GULF: Short Term Negative Sentiments from Capital Increase
We see the fall in GULF’s share price by 9% due to the news on capital increase and ADB's divestment of stake in GULF as an opportunity for...
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Gulf Energy Placement - No Big Deal
Asian Development Bank (ADB) is looking to sell 176m shares in Gulf Energy Development Public Company (GULF TB), worth about US$200m. Post...
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