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...
277 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...
214 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...
309 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...
391 Views
MSCI ACWI, ACWI Ex-US, EM Testing Logical Support; Actionable Themes: Defensives & Reopening Stocks
We are testing the March lows in several global indexes, including the MSCI $ACWI, ACWI ex-US $ACWX, and EM $EEM. While this is a logical spot for...
420 Views