Thailand Buybacks - Show of Strength or Leap of Faith?
Since the beginning of February, a lot of companies in Thailand have announced stock buybacks ranging from a maximum spend of THB 10m to THB 16bn....
378 Views
TFG: Opportunity Arises from Regional Meat Supply Shortage
We initiate coverage of TFG with a BUY rating and a 2020E target price of Bt4.7, derived from 17.5xPE’20E, which implies a PEG ratio of 1.0x in...
373 Views
U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
437 Views
The Week that Was in ASEAN@Smartkarma - Online Taxis, Towers, and Coal Contractors
This week's offering across ASEAN@Smartkarma includes the usual differentiated, substantive and actionable mix of insights both equity bottom up...
148 Views
TFG (TFG TB): Strong Export Prices and Low Feed Cost to Support Margin
Strong sales momentum, high level of cash sales, and good price momentum relative to its sector Top line should remain strong, supported by...
158 Views