SCC: SCGC’s Spin-Off Moves a Step Closer
Maintain BUY rating with a TP of Bt445.00, based on 13.7xPE’22E, which is close to its 10-years trading mean. Unlock value potential through SCGCs...
249 Views
Arwana Citramulia (ARNA IJ) A Finely Glazed Future
Arwana has confirmed a positive outlook for 2022, with an estimate of +30% bottom-line growth from increased volumes, greater efficiencies, and...
284 Views
SCC: Expect a Soft Start in 1Q22 Amid Cost Pressure
Maintain BUY rating with a TP of Bt445.00 based on 13.7xPE’22E which is close to its 10-years trailing average. We foresee 1Q22 core profit to be...
245 Views
SCC: IPO of SCGC Will Unlock Potential Growth
Maintain BUY rating, with a TP of Bt445, based on 10.6xPE’22E, which is Asia ex-Japan Materials Sector. The recent SCGC spin-off deal provides a...
321 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Bank, Thailand Debt Restructurer, and Sea Ltd
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
309 Views