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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ICHI: Fresh Outlook in 2021 Thanks to Functional Drinks
We reiterate our BUY rating with a new target price at Bt13.50 (from Bt10.10), derived from 24.7xPE’21E, which is ICHI’s 5-year trading average.
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The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Fresh Outlook in 2H20 from New Vitamin Water
Yesterday analyst meeting came out with a slight positive tone. We expect 3Q20 earnings to slightly drop from its seasonal peak (2Q20) but still...
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M: Rapid SSSG Recovery with Potential Growth from Seafood Restaurant
We came out with a positive tone after yesterday analyst meeting driven by MK’SSSG recovery rapidly after lockdown easing. We expect COVID-19...
307 Views