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...
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HMPRO: Unexciting Short-Term Earnings
Yesterday analyst meeting came out with a neutral tone. We reiterate our BUY rating for HMPRO with a target price of Bt17.0,which is derived from...
388 Views
HMPRO: Expect Strong Earnings Growth YoY in 1Q22
With a limited upside to our target price and concern over decreasing people purchasing power following a rise in inflation,we downgrade our...
231 Views
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....
459 Views
HMPRO: Store Expansion to Support 2022-23 Growth
Yesterday analyst meeting came out with a positive tone. We reiterate our BUY rating for HMPRO with a target price of Bt17.0 (+5% from previous...
199 Views