Big Cap Tactical Picks - Highlights of the Day
We recommend selling KKP (with the return since it was added to the portfolio at 0.7%) after we added it for just one day, as the stock has fallen...
180 Views
The Week That Was in ASEAN@Smartkarma - Bank Jago, Meralco's Sell-Down, and Unilever Indonesia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
278 Views
MINT : Expect to Post Profit for the First Time Since Pandemic Began
Maintain BUY recommendation for MINT while roll over target price to Bt41.0 (Previous TP: Bt38.0) We expect the company to post core profit for the...
216 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
310 Views
MINT: Hotel Segment’s Recovery Will Boost 2022 Growth
Analyst meeting came out with a positive tone regarding 2022 outlook. We maintain BUY rating with a target price of Bt38.0, based DCF method (WACC...
393 Views