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...
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Snippets #41: New Thai-Coons of 2020, Mexican Oil
Five interesting news/developments in Thailand that we highlight in this issue includes: New Thai-Coons. Two new names that show up at the list's...
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Thailand's Top Scandals: Montara, Insider Trading, & More
Kids are naughty, and some of them just grow up to be CEOs. Here's a couple of highlights from the top echelons of corporate Thailand that landed...
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The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
362 Views
PTTEP: Possible Earnings Recovery by 3Q20
Last week analyst meeting came out in a neutral tome. We maintain the BUY recommendation with a 2020E target price of Bt97 (WACC 10% and TG 2%), ...
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