STI: Solid Groundwork Laid for an Attractive Investment
We initiate coverage on STI with a BUY recommendation based on a target price of Bt10.10, implying an upside of 29% from the current price. We...
350 Views
Univentures: Refocusing on Low Rise & Condos Closer To Skytrain Stations
Today, we meet up with Univentures, the flaghship property company of Charoen's TCC empire. Property is arguably the second most important business...
410 Views
The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
371 Views
The Competitive World of Thai Contractors (Non-Network)
In this review, we highlight some of the key contractors in Thailand, known as the Big Four, as well as other more eccentric, smaller ones that we...
457 Views
IPO Radar: Enter the Stonehenge!...A Rare Architectural Consulting Firm
Like Thai Enger Holding PCL (TIGER TB), Stonehenge (STI TB) is a contractor, but they have some unique capabilities we don't see in other...
528 Views