S: Outshines Thai Property Peers on High Recurring Profit
We initiate coverage of S with a BUY rating, based on a target price of Bt4.2 derived from a sum-of-the-parts (SOTP) methodology and implying...
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Political Pit Stop (March): Time of Controversy
In the recent weeks, the election race heated up, and that's not surprising when the elections are happening on the 24th. Even by Thai standards,...
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Catch-Up Session with Intuch Group
We caught up with Intuch Group this week to check how things were going on with them and their subsidiaries, AIS and Thaicom. It's good to touch...
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The Four Vulnerabilities in Thai Property
As the year closes, developers from giant AP to SC Asset have been warning markets about a downturn in the property market in 2019, and the world...
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GOLD: 39% Sales Growth Along with Margin Expansion
GOLD reported FY2Q18 net profit of Bt465m (+53%YoY, -25%QoQ). The FY1H18 result was 51% of our full-year forecast and in line with our forecast....
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