Inox India IPO - Offering Access to a Niche Sector
INOX India Limited (INOX IN) is looking to raise up to US$175m in its Indian IPO. In this note, we talk about the company’s performance and share...
683 Views
The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
375 Views
SQ: After the Storm Comes a Calm
We maintain our BUY rating on SQ with a new 1H19E target price of Bt3.4 (from previous Bt6.4). Even though SQ’s stock has lost its attractiveness,...
488 Views
SQ: Negative Surprise, but Too Cheap to Sell
SQ posted net losses in 1Q18 of Bt39m, from net profit of Bt226m in 1Q17 and Bt11m in 4Q17. We are under-reviewing our 2018E projection and target...
139 Views
SQ: Little Impact from Landslide at Mae Moh
There was a landslide at a dump site of the Mae Moh mine, which is a location of SQ's Mae Moh 8 project. This morning SQ clarified to SET the...
182 Views