Berli Jucker (BJC TB) - Consumer Kingpin on the Cusp of Recovery
Berli Jucker (BJC TB) remains an interesting proxy for domestic consumer recovery in SE Asia through its consumer packaging business, and more...
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Highlights of FTSE Consumer Index’s Five Largest Stocks
The FTSE ST Consumer Goods & Services Index comprises the constituents in either the Consumer Goods or the Consumer Services sectors under...
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Snippets #47: Pa Daeng's Trades, Battle for CAT's 5G Network
Country Group gets busy: Selling power, buying hotels, issuing warrants, while AIS and the other two telcos duke it out to supply towers to CAT's...
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STI: Acquisition Synergies Should Lead to Further Upside
We maintain our BUY recommendation on STI based on a lower target price of Bt9.20, implying an upside of 34%. We derive our target price from a DCF...
200 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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