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Home Product Center (HMPRO TB)
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142
Analysis
Consumer Discretionary
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Thailand
Home Product Center Public Company Limited is a retailer of building materials and home improvement products.
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bullish
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Dynasty Ceramic Pub
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28 Dec 2022 08:37
Dynasty Ceramic Pub (DCC TB) - Tiling Thailand with Large and Small
Dynasty Ceramic Pub (DCC TB) is a high-quality play on the economic recovery in Thailand, with a good governance reputation. Valuations look...
Angus Mackintosh
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728 Views
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bullish
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MR DIY Group M
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27 Dec 2022 11:14
MR D.I.Y. Group (MRDIY MK) - Unique in Malaysia
MR D.I.Y. has a unique market position and strong brand in Malaysia, and Brunei and generates much higher ROEs than its regional peers hence...
Angus Mackintosh
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669 Views
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bullish
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Berli Jucker
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29 Aug 2022 21:26
Berli Jucker (BJC TB) - Well-Packaged Recovery Proxy
Berli Jucker remains a top proxy for the recovery in domestic consumption in both Thailand and Vietnam through its packaging plus for the retail...
Angus Mackintosh
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207 Views
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bullish
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Cross Asset Strategy
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09 May 2022 21:30
The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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270 Views
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bullish
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Berli Jucker
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08 Apr 2022 17:40
Berli Jucker (BJC IJ) - Ride the Retail and Packaging Recovery
Berli Jucker remains an interesting recovery play for Thailand and Vietnam, with the potential for more retail exposure in Vietnam in the future....
Angus Mackintosh
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446 Views
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