JWD: Entering High Season with Growth Drivers from New Projects
We reiterate a ‘BUY’ rating with a new target price of Bt9.50 (from Bt8.5), based on 25xPE’21E which is equal to its three year trading...
226 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
313 Views
JWD: Potential Growth in 2H20 from Ongoing Projects
Yesterday analyst meeting came out with a positive tone. Core warehouse and logistic businesses continue to grow, backed by increasing volume and...
268 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
275 Views
JWD: Core Business Remains Solid Amid a Slow Down in 2Q20
Analyst meeting held yesterday came out with a neutral tone. We expect roughly 15% of its revenue to slow down in 2Q20E, dragged mainly by...
102 Views