The Week That Was in ASEAN@Smartkarma - Thai Corona, Kalbe Pharma, and SingTel's "Discount"
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
332 Views
Airport of Thailand (AOT): No Visa and Premium
Thai Airways International (THAI TB) now requires passengers departing from China, Italy and South Korea to present health certificates before...
304 Views
SCG Packaging Pre-IPO - Shift to Packaging Has Been Aiding Margins but Acquisition Drove up Leverage
SCG Packaging (SCGP) aims to raise around US$1bn in its Thailand IPO. It is a part of the Siam Cement (SCC TB) group, which aims to hold at least...
394 Views
The Week That Was in ASEAN@Smartkarma - Virus Korona, Bank Mandiri, and DBS
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
338 Views
SCC: Overshadow by Weak Petrochemical Spread
We downgrade our recommendation on SCC to HOLD rating, from BUY, with new 2020E target price of Bt361.00, derived from 12.9x PE, which is PE’20E of...
397 Views