PTTGC: New Upswing in Various Polymer Chains
We expect PTTGC’s core earnings to strongly recover in 4Q20. Polymer business has strongly recovered and tends to grow further in 4Q20. Meanwhile,...
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
772 Views
PTTGC: Gradually Recover in 2H20
We reiterate our ‘BUY’ rating and roll over our target price to Bt56.5 (+28% from our previous target). Our target price is derived from...
262 Views
SPRC: A Harsh Year for Refineries
We revise down company’s earning to the loss of Bt956m in 2020E and also trim our target price by 50% to Bt5.7 (from Bt11.6), derived from...
395 Views
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
342 Views