Central Retail (CRC TB) - Buy for Looming Recovery
Central Retail (CRC TB) has been probably been the most impacted retail player in Thailand from COVID-19, given its heavy exposure to department...
336 Views
DOHOME: Fastest Growing Home-Improvement Player in Thailand
We initiate coverage of DOHOME with a HOLD rating based on a target price of Bt12.5. We derive our target price from 25xPE’21E, a 25% discount from...
377 Views
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...
314 Views
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...
311 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%...
322 Views