SIS: Substantial Surge in Sales and Associate Income in 4Q17
4Q17 EPS was Bt0.24 (+40%YoY, +18%QoQ), which was the highest record level. The company produced a 2017 EPS of Bt0.85, which was up 31.0% YoY and...
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The CNY Week that Was in ASEAN@Smartkarma - Indonesia, Online Versus Offline, and Healthcare
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
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SIS: Total IT Provider with Feet on the Ground Eyes Profits in the Clouds
We initiate coverage on SIS with a BUYrating, based on a target price of Bt10.70 and derived from 10.5xPE’18E, which is its average trading range...
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The Week that Was in ASEAN@Smartkarma - Convenience Stores, Toll Roads And, Tourists
Please find below a short summary of this week's eclectic mix of equity bottom up and top down and thematic Insights across ASEAN@Smartkarma. This...
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Chef's Selection: November & December Company Visits
We have just completed visiting 20 companies during the November and December 2017 period. Now, firstly, we have to admit that the companies we met...
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