SET50 Rebalance Preview: The Final Cut
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
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SET50 Rebalance Preview: Early Bird Special
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in June and the changes will be...
375 Views
EASTW: Surging Electricity Cost Pressured Margin at Least Until 4Q19
We maintain EASTW with a BUY rating with a target price of Bt16, which is derived from the DCF methodology (WACC 7% and terminal growth of 1%) or a...
401 Views
The Week that Was in ASEAN@Smartkarma - Philippines & China, Vietnam Rising, and Asian Asset Quality
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
660 Views
EASTW: Earnings Growth Could Turn Positive in 2019 Led by Demand Side
We maintain EASTW with a BUY rating based on a target price of Bt17.00, which is derived from the DCF methodology (WACC 7% and terminal growth of...
574 Views