QH: Expect 2Q20 to Be the Bottom Quarter
With strong earnings from a equity income provide an attractive dividend yield at 6%-7%. Therefore, we maintain our BUY rating with a new target...
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The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
298 Views
HMPRO: The Best Home-Improvement Retailer in Thailand
We initiate coverage of Home Product Center (HMPRO TB) with a BUY rating, based on a target price of Bt15.0, which is derived from 33xPE’21E, a 40%...
310 Views
The Week That Was in ASEAN@Smartkarma - Thai Corona, Kalbe Pharma, and SingTel's "Discount"
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
324 Views
Thai Retail - Life After the Tesco Lotus Sale?
The final result of the sale by Tesco PLC (TSCO LN) of its Thai and Malaysian assets was no disappointment, despite the backdrop of a potential...
366 Views