Quiddity Leaderboard SET50 Dec 23: JMT Network Addition and Centel Plaza Deletion Likely
If you believe deletions fears have been factored into DELTA's share price, getting LONG DELTA vs the SET 50 index could be an interesting trade...
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The Week That Was in ASEAN@Smartkarma - Bukalapak's Specialty, ASSA & Logistics, and Indosat
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
394 Views
Analyst Briefing - Thai Union Group Plc. (TU) - August 9, 2023
While we expect HoH earnings improvement in 2H23E due to seasonality (but a YoY decline due to the high base of Bt2.5bn in profit in 3Q22 and...
189 Views
Earnings Review - Thai Union Group Plc. (TU) - AUGUST 8, 2023
TU reported a 2Q23 net profit at Bt1.0bn (-37% YoY, +1% QoQ). The earnings fell YoY because of a decline in sales as well as a dilution effect...
202 Views
Big C Retail Pre-IPO - The Negatives - Hasn't Recovered from COVID
Big C Supercenter (BIGC TB) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note we talk about the not-so-positive aspects...
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