CBG: Weak Short-Term Performance but Solid Long-Term Growth Outlook
Yesterday analyst meeting came out with a negative tone as 2H21 gross profit margin softer-than-expected. However, we maintain our 2021 net profit...
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The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, Thai Financials, and Bukalapak IPO
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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CBG: Expect 2Q21 Earnings Improve QoQ
We reiterate our BUY rating with a higher target price of Bt165 (+5% from Previous TP) based on 35xPE’22E, the average of the Thailand energy drink...
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CBG: China Market Is a Key Growth Driver in the Next Three Years
Yesterday analyst meeting came out with a positive tone. We upgrade CBG from HOLD to BUY rating and roll over target price to Bt157 (+31% from...
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The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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