The Week that Was in ASEAN@Smartkarma - South East Asia Lags, the Bank's Return, and Nimble Staples
The Week that Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
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PTTEP: 4Q20 Earnings to Soften from Lower ASP and Volume Sales
Yesterday analyst meeting came out in a neutral tone. 4Q20 earnings to soften from lower ASP and volume sales. We maintain our BUY ...
375 Views
PTTEP: Recouping Crude Price to Drive 3Q20 Earnings
We expect PTTEP to report 3Q20 net profit of Bt5.7bn (-48% YoY, +33% QoQ) on the back of recovering volume sales and average selling price (ASP)...
311 Views
Thai Macro Watch (August): The New Tech Wars, Chinese Flood
Events half the world away have a way of sending ripple effects on Thai equities. In this review, we examine five such events and their...
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The Week that Was in ASEAN@Smartkarma - Thailand's COVID, a Global Indofood, and a +ve for DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
296 Views