GOLD: FY4Q18 Grew Both YoY and QoQ, with Upside from Sale of FYI CENTER to GVREIT
GOLD reported FY4Q18 net profit of Bt525m (+6%YoY, +4.3%QoQ). The FY18 result was in line with our forecast. FY18 net profit grows 93%YoY to...
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Last Week in Event SPACE: Yahoo Japan, Hyundai Motor, APA, Anta, Investa Office, Melco, LG Plus
Last Week in Event SPACE ... The chance that in the next few months Yahoo Japan (4689 JP) gets out of its longer-term Overhang-Driven Funk is...
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Final-Lap Thai Strategy Recap (Sept 2018)
September marks the end of Q3'18, so technically speaking, we have only one quarter left to the year end. In general, we reiterate many of the...
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Reality Check XVI: Was the MK Property Deal A Good Idea for Supalai?
In Thai M&A: Boldest Deals of 2018, we learned that Supalai Public Company (SPALI TB), Thailand's second most valuable, property has decided to...
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QH: Dividend Play Outshines Thai Property Peers
We initiate coverage on Quality Houses (QH TB) with a BUY rating, based on a target price of Bt3.9 and derived from our target of 10.5xPE’1H19E,...
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