CENTEL: Losses Continue into 2021 Earnings
We expect earnings to remain at loss in 2021 before returning to pre-COVID level in 2023, driven by recovery of tourist arrivals to Thailand since...
200 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
383 Views
The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
307 Views
CENTEL: 3Q20 Should Be the Bottom Quarter
CENTEL reported 3Q20 net loss of Bt897m, the record level, compared to net profit of Bt215m in 3Q19 and net loss of Bt465m in 2Q20.
234 Views
Thailand's Tourism Dilemma - Buy Retailers, Hospitals, and Select Hotels
Thailand has maanged
429 Views