AEON Financial Services – ASEAN Weakness Results In Dividend Cut
* Poor Operating Result:Aeon Financial Service (8570.JP) [AFS] reported a FY 1Q20 operating loss of JPY 0.8 bn, and a net loss of JPY 1.1 bn. The...
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Snippets #40: Thai Airways Bailout, Tycoon Successions
Five interesting news/development we noticed recently that may affect Thai equities include: Sayonara to Thai retail. Japanese retailer Isetan...
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AUCT: Safe-Haven Stock in the Thai Market
We initiate coverage of AUCT with a BUY rating, based on a target price of Bt11.5, which is derived from 24xPE’20E, in line with the valuation of...
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The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
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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Sathorn Series J: Non-Bank Financiers and Their Close Kin
In the world of credit, the Banks have always been the whales, and the non-bank financiers are like guppies. The bankers never saw them as serious...
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