Back to Normal Operation from 2Q20E Onwards
Analyst meeting held yesterday came out with a positive tone for the remaining quarters. We expect both sales volume and margin to improve from...
322 Views
TASCO: Expects Sales Recovery in 2Q20E
We maintain our ‘BUY’ rating but cut our target price down by 23% to Bt21.0, based on 12.8xPE’20 which is equal to the Asia-ex Japan materials...
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The Week That Was in ASEAN@Smartkarma - The Omnibus Law, Bank Risk, and Mobile World
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
310 Views
TASCO: Surfing the Spread Uptrend in 2020
We initiate coverage of TASCO with a BUY rating and a 2020E target price of Bt27, derived from 12.8xPE’20E, which is in line with valuations of the...
312 Views
SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
648 Views