PTG: Marketing Margin to Improve in 2Q20
Analyst meeting held yesterday came out with a positive tone for the remaining quarters. From 2Q20 onwards, we expect marketing margin to improve...
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PTG: The No. 3 Player with a Growing Market Share
We initiate coverage of PTG with a BUY rating and a 2020E target price of Bt16.0, derived from 17.5xPE’20E, which the mean of the World Consumer...
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
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StubWorld: Genting, PTT, Takara
This week in StubWorld ... Genting Bhd (GENT MK)is trading at a one-year low discount to NAV as concerns linger on the timing of the planned...
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