ADVANC:Â 2Q20 Performance Hindered by a Drop in ARPU
ADVANC reported 2Q20 net profit of Bt7bn(-10%YoY, +4%QoQ). The 1H20 result was in-line and 48% of our full year forecast. We maintain BUY rating...
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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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...
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Thai Media Spotlight: The Long Road to Sector Recovery
Thai cinemas reopened in June, but the pipeline no longer looks strong, being largely dominated by movie delays. The unfortunate problems of the...
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The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
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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