LH: Most Secure Property Developer in Thailand
We initiate coverage of LH with a BUY rating, based on a target price of Bt8.50, which is derived from an SOTP methodology. The target price...
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ORI: Expect Flat 3Q20 Earnings but Strong Recovery in 4Q20
3Q20 ORI presales better than market expectation. We foresee presales momentum to speed up in 4Q20 through aggressive new projects launch in 4Q20.
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The Stocks to Own in ASEAN – Vol. 32
We highlight 14 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN...
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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...
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Thailand's Top Scandals: Montara, Insider Trading, & More
Kids are naughty, and some of them just grow up to be CEOs. Here's a couple of highlights from the top echelons of corporate Thailand that landed...
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