AUCT: Safe-Haven Stock in the Thai Market
We initiate coverage of AUCT with a BUY rating, based on a target price of Bt11.5, which is derived from 24xPE’20E, in line with the valuation of...
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(Mostly) Asia M&A: September 2019 Roundup
For the month of September, 12 new deals were discussed on Smartkarma with an overall announced deal size of ~US$250bn, aided by the mega-merger of...
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Last Week in Event SPACE: ZOZO, New World Dev, Osram, Holcim/San Miguel, Bharat ETF, Doosan
Last Week in Event SPACE ... The combination of profitability and pro-ration grids, and your access to more granular trading strategies, will...
711 Views
The Week that Was in ASEAN@Smartkarma - Vietnam, Hospitals, and Home Decor
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
455 Views
Snippets #27: AIS Pays for Towers, MK Acquires Seafood Chain
In recent weeks, we found these five domestic news/developments to be influential to the Thai markets. AIS agrees to pay TOT a whopping...
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