PLAT: Mall Operator to Make Precious Metal from Sales and Rental Growth
We initiate coverage on PLAT with a BUY rating, based on a target price of Bt9.4 and derived from the DCF methodology (WACC 10.8% and terminal...
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Sathorn Series F: Exploring Thai Leasing
We met up these two leasing companies again, and it's pretty timely given the recent rumors about Thitikorn's rather quixotic attempt to buy BAY's...
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The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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MBK & Big C: Recoveries Don't Quite Come Through Yet
Maybe, it's the confusing name (One of the largest Asian private equity firms based in Korea uses the same initials), or maybe it's just because we...
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The Week that Was in ASEAN@Smartkarma - Beauty, Mobile Phones, and Media
This week's offering from ASEAN@Smartkarma includes a plethora of bottom-up equity analysis from our providers on the ground, as well as some...
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