Thai Media Spotlight: New Entrants and Departures
Some interesting developments in Thai media industry we highlight in this review: Shorter product cycles for JKN. The content provider has lost...
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The Week that Was in ASEAN@Smartkarma - Bank Mandiri, Thai High-Flyers, and Singtel's Digital Quest
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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JKN: Export Sales Help Offset Downturn in Domestic Market
2Q19 Analyst meeting came out with neutral tone. The management maintain revenue growth at 20% in 2019E amid negative environment in domestic...
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JKN: Little Impact from Digital TV Operators Returning Licenses to NBTC
We maintain our BUY rating for JKN with a target price of Bt8.80 based on 14.8xPE’19E, average of Asia ex-Japan Consumer Discretionary sector. We...
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JKN: 4Q18 Earnings Grew Both YoY and QoQ
The company’s 4Q18 net profit was at Bt46m (+298%YoY and +8%QoQ). The result was in line with our 2018 forecast and accounted for 97% of our...
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