SPRIME: Resilient REIT Trades Cheaply in the Market
We keep our BUY recommendation on SPRIME but decrease our fair value estimate to Bt8.90 (previously Bt10.40), implying an upside of 25% from the...
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SPRIME: Depressed Price Offers a Good Opportunity to Accumulate
We keep our BUY recommendation on SPRIME with a target price of Bt11.00, implying an upside of 38%. We derive our target price from a DCF-based...
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SPRIME: Good Point of Entry, Singha Connection Could Add Further Upside
We initiate coverage on SPRIME with a BUY recommendation based on a target price of Bt11.20, implying an upside of 21% from the current share...
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Telecom Review: A Brief Background on Sector Players
You know how movies like to show you the present-day episodes and then they later rewind back to a prequel of how it all started. Well, this is...
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Telecom Review: Four Bunnies Up True's Magic Hat
More to Come? Building on the asset monetization theme we first highlighted in Reality Check 2018: Is True Worth a Bet After the Asset Sales?, we...
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