The Week That Was in ASEAN@Smartkarma - Grab's Win, ROTI Oven Ready, and Top Thai Picks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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SANSIRI Plc. - Maintaining Growth Momentum in 2H23E
We upgrade our rating to Buy (from Outperform), as the long- term growth in our valuation matrix has been lifted to “strong,” more bullish than the...
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Earnings Review - Sansiri Plc. (SIRI) - AUGUST 15, 2023
Revenue increased by 26% YoY and 20% QoQ to Bt9.2bn, driven by revenue from property project sales (+21% YoY and 19% QoQ to Bt8.0bn, accounting for...
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The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
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Sansiri - Uptrend Momentum Intact
We have upgraded our rating to Buy (from Outperform), as our valuation metrics suggest that the stock is attractive in terms of both the current...
215 Views