The Stocks to Own in Thailand – Vol. 38
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since its inception, it has gained 108% versus the...
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The Stocks to Own in Thailand – Vol. 37
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, and 10 new...
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INOX: Strong 1Q18 Result with Solid Outlook
INOX posted net profit in 1Q18 of Bt197m (-13%YoY, +77%QoQ). 1Q18 earnings accounted for 55% of our full-year forecast. We maintain a BUY-rating on...
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INOX: 4Q17 Performance Confirmed Business Turnaround
INOX reported 4Q17 recurring EPS of Bt0.01 (-46% YoY, +550% QoQ) The company produced a FY2017 EPS of Bt0.04 which is 4% better than our...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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