Company Update: Somboon Advance Technology Plc. (SAT)
2Q21 results beat forecast, upgrade rating to Buy, SAT reversed to mark a sturdy profit in 1H21 thanks to the solid recovery of both auto and non...
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Company Update: Somboon Advance Technology Plc.
Big leap expected in 2Q21E earnings, the confirmation of positive cases of COVID-19 among employees is not significantly impacting the company’s...
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The Stocks to Own in Thailand – Vol. 33
Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...
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The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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Snippets #42: Property and Auto Downturn, Air Asia Looks For a Partner
Five interesting trends or news that may impact Thai equities on our radar: The auto downturn in April is more severe than what was experienced...
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