The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
454 Views
CENTEL: Earnings Momentum Remains Weak in 2H20
Yesterday analyst meeting came out with a neutral tone. We expect loss to continue into 2H20, despite lower extent. Given its weak earnings...
414 Views
CENTEL: Will Bounce Back to Pre-COVID-19 Levels in 2022
We initiate coverage of CENTEL with a BUY rating, based on a target price of Bt25.0, which is derived from a DCF methodology (11% WACC, 2% terminal...
361 Views
The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
389 Views
AOT: Still a Valid Proxy for Tourism?
If the country were to change its target to the wealthy clients then the question is whether Airports of Thailand (AOT TB) going to be a good proxy...
540 Views