The Week That Was in ASEAN@Smartkarma - CPALL's Recovery, ASSA Back on Track, and Amman Mineral IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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The 2023 Box Office Looks Promising
Expect another year of recovery. The cinema industry has been suffering from COVID-19 restrictions, in particular social distancing measures that...
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The Stocks to Own in Thailand – Vol. 39
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Nine stocks remain, five new join...
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MAJOR : Accumulate on Weakening 3Q22 Earnings
Maintain BUY rating for MAJOR with a target price of Bt21.40. The company report 3Q22 net profit at Bt21m in 3Q22, (-99%YoY,-84%QoQ), The result...
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MAJOR : Accumulate on Weakening Earnings
Maintain BUY rating for MAJOR but cut target price to Bt21.40 (Previous TP: Bt23.70) after cut 2023E earnings by 20% as we factor in revenue...
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