VGI: Plenty of Business Synergy with JMART
The company announce to acquire newly issued ordinary shares in JMART (15% stake) with investment cost of Bt6.3bn. We are positive toward the deal...
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VGI: Expect Media Business to Recover in Early 2022
We came out from VGI’s analyst meeting with neutral tone as we expect revenue from Out-of-home media to slightly drop QoQ in FY2Q22 (July’21...
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Company Update: VGI Plc. (VGI)
Negative impact from pandemic should be short term, We lower VGI’s earnings in FY21/22E and FY22/23E to reflect the potential negative impact from...
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VGI: Expect Solid Recovery for Media Revenue in September Onwards
We came out from VGI’s analyst meeting with positive tone as we anticipate a solid recovery in the company’s transit media revenue from September...
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VGI: On Track of Recovery
We came out from VGI’s analyst meeting with slightly positive tone as we anticipate a gradual recovery in revenue from transit media revenue after...
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