BJC: Solid Supply Chain in the Retail Business
We initiate coverage of BJC with a BUY rating and a target price of Bt61, derived from a DCF methodology (WACC 7.2% and terminal growth of 1%),...
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The Week that Was in ASEAN@Smartkarma - Vietnam's Savings, Double Dragon, and Singapore Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Snippets #22: New Transit Ad Giant, Duty Free Rivalry
Five interesting news flow/development during this period: New regulations proposals. The BOT recently discussed measures to rein in overly...
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Daily Convenience Shopping: The 3 Best Stock Ideas from Asia Ex-Japan
Are you male? Do you eat home-cooked food? If your answer to my first question was Yes, and to the second was No, you would have fit into the prime...
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CPALL (CPALL TB): Aggressive Store Expansion to Drive Growth
High earnings quality, relatively strong analyst recommendation, and low downside risk relative to its sector Aggressive store expansion should...
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