Snippets #47: Pa Daeng's Trades, Battle for CAT's 5G Network
Country Group gets busy: Selling power, buying hotels, issuing warrants, while AIS and the other two telcos duke it out to supply towers to CAT's...
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ILM: King of Home Furnishing Retailers in Thailand
We initiate coverage of ILM with a BUY rating, based on a target price of Bt22.0, which is derived from 15xPE’21E, close to its average trading...
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ILM: Leading Home Furnisher Expands Gross Margin Further
We change our recommendation on ILM to HOLD from BUY based on a target price of Bt15.50, implying an upside of 10%. The share price has performed...
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DOHOME: Solid SSSG Drove 3Q20 Earnings to Grow YoY
We expect 4Q20 earnings performance to grow YoY, but flat QoQ driven by government stimulus scheme and improving margin from higher retail sales...
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HMPRO: Expect Government Stimulus Scheme Drive 4Q20 Recover QoQ
We expect 4Q20 performance to improve QoQ driven by Government stimulus scheme (Shop Dee Mee Kuen) and Margin expansion from better cost control...
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