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...
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JWD: More Projects in Pipeline to Drive Growth
Analyst meeting held yesterday came out with a positive tone. Its core warehouse business remains strong from capacity expansion while logistics...
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JWD: Integrating Value Chain to Be a Regional Logistics Provider
We initiate coverage of JWD with a BUY rating and a 2020E target price of Bt10.0, derived from 28xPE’20E, which implies a 30% discount to the Thai...
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