I-Tail Corporation Pre-IPO - Initial Thoughts on Valuation
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
273 Views
SCGP : Weak Demand Pressured 3Q22 Results
We maintain our BUY call with a target price of Bt61.00, derived from a 30xPE’23E, its 3-year trading average. We see brighter earnings performance...
88 Views
The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
192 Views
SCGP : Lukewarm 3Q22 Earnings Amid Weak Demand
We maintain our BUY call with a new target price of Bt61.00 (from Bt65.00) derived from a 30xPE’23E (de-rate from 33xPE’22E), its 3-years trailing...
152 Views
The Week That Was in ASEAN@Smartkarma - Bank Jago, Meralco's Sell-Down, and Unilever Indonesia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
277 Views