The Week that Was in ASEAN@Smartkarma - Singapore's Election, Thai Hospitals, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
342 Views
TASCO: Healthy Demand from Domestic Projects
Analyst meeting held yesterday came out with a positive tone for the remaining quarters. We foresee a healthy asphalt demand from May 2020E...
255 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
244 Views
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...
320 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...
339 Views