The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
356 Views
SPA: Weak Demand Continues to Pressure 2H20 Earnings
We downgrade SPA from BUY to HOLD rating and cut our target price by 31% to Bt6.6 to factor in weakening earnings momentum in 2H20.
300 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
327 Views
SPA: Major Beneficiary of Return Chinese Tourist Arrivals in Thailand
We upgrade our recommendation from HOLD to BUY and roll over our target price in 2021E to Bt9.58 (from Bt5.24 in previous target), derived from...
356 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
276 Views