ICHI: Bright Outlook in 2022 and Beyond
Analyst meeting came out with a positive tone. we expect 2022-24E earnings to continue to grow at 19%CAGR supported by new products launch and...
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ICHI: Terpene Products to Be the Key Highlight in 2Q21
We reiterate our BUY rating with a target price at Bt16.50, derived from 26.6xPE’21E which is equal to Asia-ex Japan consumer staple peer, slightly...
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ICHI: First Mover in Hemp-Related Products
Analyst meeting came out with positive tone. The company is expanding to hemp-related products in April 21. Meanwhile, introduction of new SKU will...
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ICHI: Healthy Earnings in 4Q20E and Fresh Outlook in 1H21
We reiterate our BUY rating with a target price at Bt13.50, derived from 24.7xPE’21E, which is ICHI’s 5-year trading average.
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The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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