The Week That Was in ASEAN@Smartkarma - Gojek & Tokopedia, and Pragmatic Thailand
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
221 Views
Thailand Power Sector: Overweight-Bright 2021 Performance
Power Sector: Overweight-Bright 2021 sector performance. BCPG, GUNKUL, GULF top pick growth stocks. EGCO, RATCH top pick value stocks
421 Views
RATCH: Growth Intact from Steady Capacity Expansion
Last week analyst meeting came out in a positive tone. We maintain the BUY recommendation based on a target price of Bt70.5 derived using SOTP...
156 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
178 Views
RATCH: 3Q20 Earnings Grew from Better Overseas Performance
We maintain the BUY recommendation, while revise down the target price to Bt70.5 (from previous Bt74.5) on the back of 12 to 19% cut in 2020-22...
145 Views