Thailand Tragedies of 2019: Six Stocks That Totally Flopped
Just as we highlighted the winners of 2017, 2019 is full of losers heavily shorted by investors, but what are the back stories of these downward...
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Thai Strategy 2020 (Part 3): Top 10 Stock Picks
In constructing our new portfolio, we have largely avoided low-liquidity small cap stocks with the exception of two outstanding ones (STEC, MAJOR)....
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SCC : Still Under the Shadow of Petrochemical Down-Cycle
SCC 3Q19 net profit of Bt6.2bn (-35% YoY, -12% QoQ). Excluding extraordinary losses of Bt1.7bn, recurring profit was Bt7.9bn (-24% YoY, -13%...
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Semen Indonesia (SMGR IJ) - Bedding Down with Lafarge Holcim - On the Ground in J-Town
A meeting with Semen Indonesia Persero Tbk (SMGR IJ) in Jakarta last week in its South Quarter Headquarters shed more light of the company's...
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SCC: Blue Chip You Don’t Want to Miss
We initiate coverage of SCC with a BUY rating and a 2020E target price of Bt542.00, derived from 12.6x PE’20E, which is its 5-year trading average....
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