The Week That Was in ASEAN@Smartkarma - SCMA's Reset, Metrodata, and Indocement's Alternative Edge.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
327 Views
Thai Union Group - 2023-24E Earnings Forecasts Revised Down
The earnings outlook in 1Q23E seems gloomy, with the firm revising down its sales growth and gross profit margin targets.
284 Views
Quiddity Leaderboard for Thailand SET50 Jun 23:Ramkhamhaeng Hospital Is an Interesting Case
There could be 15 days of volume to buy in Ramkhamhaeng Hospital (RAM TB) if the name achieves a 15% relative gain vs other names and becomes a...
361 Views
ECM Weekly (11th Dec 2022) - ITail, Sunshine, Weilong, VinFast, Skymark, Tian Tu, Cntry Gard, Nippon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
489 Views
I-Tail Corporation IPO: Trading Debut
Peers have re-rated and the IPO price continues to imply a discount to the median peer CY2023 P/E multiple. Therefore, the IPO price remains...
557 Views