StubWorld: Intouch Is A Short Here
The current NAV discount - or simple ratio - are not sustainable. Unless Gulf reloads another 5%, at a NAV discount level 10ppt tighter than when...
522 Views
ADVANC: 4Q20 Was Still Pressured by Decreasing in ARPU
ADVANC’s 4Q20 net profit was at Bt7.2bn (+1%YoY, +10%QoQ). The company reported 2020 net profit of Bt27bn(-12%YoY), which is 4% below our estimation.
301 Views
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
313 Views
SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
689 Views
StubWorld: TBS/Tokyo Electron, Intouch/Gulf, Jardines' Buybacks
Tokyo Electron (8035 JP) outperforms as global carmakers face a chip shortage; Gulf Energy increases its questionable stake in Intouch; and Jardine...
542 Views