Economic Update: MPC Holds Policy Interest Rate at 2.5%
This scenario would be positive for high dividend plays (BCP, PTT, TOP, WHAUP, SABINA and ADVANC) and the finance sector (SAWAD, MTC and TIDLOR)
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SET50 Index Review - Delta to Sell
Late last evening, the Stock Exchange of Thailand (SET) announced the results of the semi-annual review of the SET50 index. The changes will be...
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WHAUP: Duong River Projects, a Key Driver in 2020E
From analyst meeting yesterday, we came out with a positive tone for both utility and power business. We maintain our BUY rating with the target...
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The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
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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WHAUP: Stepping Forward to Be a Regional Utility Player
We initiate coverage of WHAUP with a BUY rating and a 2020E target price of Bt8.20, derived from a discounted cash flow valuation (WACC of 6.7% and...
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