OSP: Solid Performance Among COVID-19 Pandemic
We maintain positive view toward its medium to long-term outlook driven by 1) Growing and gaining market share in Thailand energy drinks; 2) Solid...
133 Views
OSP: Very Impressive Start for 2021
We maintain BUY rating with target price at Bt43, based on 35xPE’21E, the average of the Thailand energy drinks stocks. We maintain positive view...
165 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Monde Nissin IPO, and Singapore's Free Press
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
276 Views
Ngern Tid Lor IPO Trading - Should Be a Steady Listing
Ngern Tid Lor (NTL), a financial service provider based in Thailand, raised around US$1bn in its Thailand IPO. Prior to listing, it was jointly...
310 Views
OSP: King of Energy Drinks in Thailand
We initiate coverage of OSP with a BUY rating, based on a target price of Bt43.0, which is derived from 35xPE’21E, close to the average of the...
322 Views