The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
259 Views
SET50 Index Rebalance Preview: Potentially Three Changes & Move to Free Float Weighting
There could be 3 changes to the SET50 at the June review with STGT, STA & IRPC joining the index at the expense of VGI, TOA & COM7. The methodology...
415 Views
KCE: Stock Is Expensive Even with Strong 2021-22E Earnings
We downgrade our recommendation to SELL rating, from HOLD, with new 2021E target price of Bt50.00, from Bt31.25, derived from 31.1x PE’21E, which...
178 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
181 Views
KCE: Bright Outlook but at Demanding Valuation
We maintain HOLD rating with new 2021E target price of Bt31.25, from Bt27.00, derived from 22.7x PE’21E, which is +1 SD of its 5-year trading average.
208 Views