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...
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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.
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KCE: Riding the European Automotive Upcycle
We initiate coverage of KCE with a HOLD rating and a 2021 target price of Bt27.00, derived from 22.7x PE’21E, which is +1 SD of its 5-year trading...
243 Views
SET50 Index Review - Delta to Sell
Late last evening, the Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index. The changes will be...
566 Views
SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
647 Views