QH: Expect 2Q20 to Be the Bottom Quarter
With strong earnings from a equity income provide an attractive dividend yield at 6%-7%. Therefore, we maintain our BUY rating with a new target...
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The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
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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Political Pit Stop (March 2020): Dueling Democrats, Fall of Future Forward
We look at five recent political events/developments that could potentially impact Thai equities, namely: America's Democrat race. Biden...
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S: Better Outlook on Its 2H19 Performance
Site visit at The ESSE at Singha Complex and The ESSE Sukhumvit 36 came out with a positive tone. We maintain BUY rating on S with a 2019 target...
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ORI: Laggard Play with a Strong Position in the EEC
We initiate coverage of ORI with a BUY rating, based on a target price of Bt10.2 and derived from 7xPE’19E, which represents a 20% discount to the...
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