The New Year's Week that Was in ASEAN@Smartkarma - Indo Pharma, Industrials, and Weaker Oil
This pre and post-Hogmanay week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive...
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Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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Thailand's Salty Regulations: Taxing Popcorn, Pizza, and Potato Chips
First, it was the sugar taxes that shook the soft drink and fruit juice industry. Then, it was the famous ban on trans-fats that goes live in 2019....
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The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
368 Views
MAJOR: Blockbuster Year Ahead for Out-Of-Home Entertainment Star
We initiate coverage on MAJOR with a BUY rating and a 2019E target price ofBt31.0, derived from a PER of 24.2x, which is +1 SD of its 3-year...
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