The Week That Was in ASEAN@Smartkarma - ShopeePay, Grab Listing, and Philippine IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Vinythai (VNT TH): Delisting Offer From PTTGC
This looks done and trading accordingly with a gross/annualised return of 1.9%/5.0%, assuming completion on 11 August. Not a lot in it. Pus there...
490 Views
Energy Sector : Overweight- Oil Demand Recovery to Drive 2021 Earnings
Energy Sector : Overweight- Oil demand recovery to drive 2021 earnings. We expect bright E&P business performance from recovering crude price, and...
245 Views
Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
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PTTGC: Expect Strong Recovery in 4Q20 Earnings
We reiterate our ‘BUY’ rating with the upgraded target price to Bt75.0 (from Bt56.5), derived from 1.2xPBV’21E which is equal to its 10 year...
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