The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
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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M : Time to Harvest
We recommend BUY for M supported by three main reason: 1) a strong earnings recovery outlook in 2022-24, 2) net cash position with upside from new...
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M: Expect Strong Earnings Recovery in 1Q22
We reiterate our BUY rating for M with a target price of Bt61.0 based on 25xPE’22E, Asia ex-Japan consumer staple sector.
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M: Positive Outlook for 2022-24 Earnings
Yesterday analyst meeting came out with a positive tone. We reiterate our BUY rating for M with a target price of Bt61.0 based on 25xPE’22E, Asia...
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Koufu’s Voluntary Conditional Offer by Founding Shareholders
Koufu has received a voluntary conditional cash offer of S$0.77 per share. The offer is conditional meeting the 90% voting threshold. Despite the...
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