CHAYO: When the Going Gets Tough, CHAYO Gets Going
We initiate coverage on CHAYO with a SELL recommendation based on a target price of Bt6.90, implying a downside of 12% from the current price. We...
486 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
435 Views
Sathorn Series O: Thai Banks Expand Abroad
The high levels of economic maturity and slower economic growth has sent Thailand's top banks looking more seriously for growth abroad than it has...
473 Views
Thai Corona Crisis (May): HomeComing and Back to Business Themes
As number of new cases decline, Thailand eases on the measures while keeping an eye on the COVID-19 comeback due to its citizens returning from...
445 Views
Snippets #39: Don Maung Phase 3, SCB Attacks China Market
It's interesting to see a common thread of Thai companies trying to jump back into business after facing the tough times, even though the worst is...
454 Views