The Week That Was in ASEAN@Smartkarma - ASEAN Retail, Indonesian Pipes, and Textiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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BCP: Better Refinery Outlook in 4Q19 and Beyond
Yesterday analysts meeting came out with a positive tone. We maintain our BUY rating and a target price of Bt33 based on SOTP, implying to...
405 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
374 Views
Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
349 Views