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...
285 Views
PTTEP: Positive 2H20 Earnings Outlook from Improving Volume Sales
Yesterday analyst meeting came out in a positive tone. We maintain our BUY rating and roll over our target price to Bt109 (from previous Bt97) to...
334 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
280 Views
Snippets #41: New Thai-Coons of 2020, Mexican Oil
Five interesting news/developments in Thailand that we highlight in this issue includes: New Thai-Coons. Two new names that show up at the list's...
314 Views
Thailand's Top Scandals: Montara, Insider Trading, & More
Kids are naughty, and some of them just grow up to be CEOs. Here's a couple of highlights from the top echelons of corporate Thailand that landed...
222 Views