Snippets #31: PTTOR Intro, LTF Replacement
Five interesting trends/development that may involve Thai equities include: Thai household debts now highest in the ASEAN region and second only...
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Battle of the Banks Round 3 - BBL Vs. KBANK
Following on from our earlier Insight, Battle of the Banks Round 2 - BBL Vs. KBANK, Bangkok Bank Public (BBL TB) has outperformed Kasikornbank PCL...
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AUCT: Safe-Haven Stock in the Thai Market
We initiate coverage of AUCT with a BUY rating, based on a target price of Bt11.5, which is derived from 24xPE’20E, in line with the valuation of...
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The Week That Was in ASEAN@Smartkarma - Indonesian Dept Stores, Philippine Hospitals, and Banks
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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Last Week in Event SPACE: WorleyParsons, UNIZO, Adani Gas, ERM, Dah Chong, Toshiba, China Everbright
Last Week in Event SPACE ... WorleyParsons Ltd (WOR AU) petitions FIRB to decide whether Dar Group is abusing the creeper rule. The Unizo...
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