SEAFCO: Plenty of New Projects to Add into Backlog
SEAFCO’s 2Q20 net profit was at Bt72m (-29%YoY, -24%QoQ). The lowest level in the past nine quarter. The result accounts for 51% of our full-year...
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SEAFCO (SEAFCO TB): Solid Backlog, Solid Profitability
Sales on an upward trend, good core profit return, and earnings on an upward trend relative to its sector Well-positioned to win some upcoming...
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The Week that Was in ASEAN@Smartkarma - Indonesian Telcos, The Freeport Saga, and Amata in Vietnam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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SEAFCO: Top Civil Foundation Contractor Eyes EEC Opportunities
We initiate coverage of Seafco Pcl (SEAFCO TB) with a BUY rating, based on a target price of Bt12.40 derived from 19xPE’19E, which is its average...
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Interesting Stocks to Consider in Thailand, Vol. 2
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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