COLLECTION
ASEAN Tech

ASEAN Tech
SE Asia TMT

3.2k
Insights
919.7k
Views
14
Followers
Refresh
bullishXL Axiata
16 May 2024 20:04Broker

XL Axiata - Merger Plan to Offer Upside; Reiterate Buy Rating as We See Deal Risks to Be Manageable

We believe the planned MergeCo to generate better consumer experience and thus, expect value accretion potentials from the deal.

Logo
121 Views
Share
bullishSea
16 May 2024 16:12

Sea Limited (SE US) - Making Hay

Sea Ltd continues to focus on its core competitiveness in pricing, service quality, and lowering the cost to serve through SPX Express, with...

Logo
182 Views
Share
16 May 2024 16:10

Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases

Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...

Logo
137 Views
Share
bullishSVI Pcl
16 May 2024 09:43Broker

SVI - Earnings Growth in 1Q24 Carried by Higher Gross Margin

We maintain our Buy rating on SVI, while upgrading our tactical view to very limited downside (from neutral), based on the valuation metrics.

Logo
122 Views
Share
16 May 2024 09:40Broker

Kce Electronics - Earnings Growth in 1Q24 Driven by Strong Gross Margin

We maintain our Neutral recommendation and the FY2024E fair value of Bt35.50. KCE’s core earnings grew YoY and QoQ in 1Q24, mainly from a rebound...

Logo
118 Views
Share
x