Consumption Diary: As IKEA Storms India, GSK Wants a Way Out; Actionable Insights from Smartkarma
Highlights of this week's consumption diary: Entry and an Exit. IKEA's recent entry into India and its massive investment plans could transform...
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SAPPE: Domestic Functional Drink Market Reached Saturation Point
We cut our target price by 11% to Bt28.8 to factor in disappointing 1H18 result. However, we maintain our BUY rating on the back of positive...
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SAPPE: Innovative Beverage Products
We initiate coverage on SAPPE with a BUY rating, based on a target price of Bt32.4 and derived from a 18.1xPE’1H19, which is equivalent to the...
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SAPPE (SAPPE TB): Offers Drinks and Powder to Ride on Health Trend
High level of cash sales, low correlation with Western stock markets, and strong cash levels relative to its sector Capacity increase of 20%...
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IPO Radar: Osothspa, The Thai Energy Giant Behind M-100/M-150
2018's rare big IPO. 2018 is not a great year for Thai IPOs, so Osothspa, a company that is older than a century and boasts control over Thailand's...
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