IPO Radar: DoHome, House Brand Furniture Advocate
We came across DoHome, a sizable furniture retailer with 9 outlets and plans to expand to 13 within four years, and their investment story seem far...
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QH: Dividend Play Outshines Thai Property Peers
We initiate coverage on Quality Houses (QH TB) with a BUY rating, based on a target price of Bt3.9 and derived from our target of 10.5xPE’1H19E,...
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Fringe Players in Thai Retailing
In the previous review, we discussed the dominance of Big Three Thai-Coons (TCC, CP, and Central) in Thai retailing. However, they do not control...
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The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Media and Thai-Coons
This week's offering across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across...
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HMPRO: Margin Expands with Improved Consumption
Share price is less volatile, low volatility in sales, and good price momentum relative to its sector HMPRO set to continue its domestic expansion...
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