B-WORK: Good Dividend Yield Makes an Attractive Investment
The 2Q20 results were in line with our expectations. The high occupancy rate ensures a fast recovery as soon as rental rates are back to normal.
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B-WORK: Offers Price Upside and a Good Dividend Yield
We initiate coverage on B-WORK with a BUY recommendation based on a target price of Bt12.80, implying an upside of 13% from the current share...
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Thai Media Spotlight: The Long Road to Sector Recovery
Thai cinemas reopened in June, but the pipeline no longer looks strong, being largely dominated by movie delays. The unfortunate problems of the...
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Telekomunikasi Indonesia (TLKM IJ) - Nurturing the New Economy
Telekomunikasi Indonesia (TLKM IJ) just reported its results last week, which reflected its increasing exposure to mobile and fixed broadband...
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