STI Currently Leading World Benchmarks for March
With three sessions remaining for the March 2021 Quarter, the STI has generated an 11.1% price gain, outpacing all the major world benchmarks,...
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Berli Jucker (BJC TB) - Primed for Rebound
Berli Jucker is an interesting proxy for the consumer rebound in Thailand and Vietnam through its consumer packaging, retail, and other consumer...
181 Views
STI: Acquisition Pays off Immediately, Still Further Upside
We maintain a BUY recommendation on STI based on a target of Bt9.95, implying an upside of 22%. We derive our target price from a DCF valuation...
232 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
200 Views
ECM Weekly (21 February 2021) - Tencent Lock-Up Expiry, SciClone Pharma, Joinn Lab, Bairong, Betta
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
566 Views