Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
758 Views
IVL: Back to Its Growth Path in 3Q20E
Analyst meeting last week came out with a slight positive tone. We expect 3Q20 core operation to recover. In long term, the company continues its...
230 Views
Osotspa, Indorama: Strong Operations Amidst Pandemic
We visited consumer products giant Osotspa, manufacturer of top-selling energy drinks M-100 and liquid Vitamin C C-Vitt, and petrochemicals giant...
406 Views
IVL: Growth from Acquisition Amid Spread Contraction
We maintain our ‘BUY’ rating but cut our earnings forecast and target price by 25% to Bt30, based on 13.5xPE’20 which is world materials sector...
268 Views
IVL: Next Era to Driven by Cost Transformation and Organic Growth
Analyst meeting held yesterday came out with a positive tone for overall IVL business. During next era, 2018-2023, its growth are expected to...
341 Views