The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
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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SABINA: Aiming at Vietnam Market as a Key Driver
Positive tone from investors’ meeting with its management yesterday. We maintain our BUY rating with a target price of Bt40 based on 27.5xPE’20E,...
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SABINA: Staying Sexy in the Underwear Market
We initiate coverage of SABINA with a BUY rating, based on a target price of Bt40, which is derived from 27.5xPE’20E, or a 10% premium to the...
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Sector Capsule: Womenswear in Thailand
Womenswear current retail value sales grow by 5% in 2017 to reach THB104 billion The active beauty trend fuels growth in womenswear Standard...
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Quick Run Down on Valentine Stocks...Sad!
We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...
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