Central Retail IPO and Potential Changes to the SET50 Index
There has been a lot of news flow around Central Retail (192323Z TB)'s upcoming IPO which would make it the largest in Thailand. Last evening, the...
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S: Better Outlook on Its 2H19 Performance
Site visit at The ESSE at Singha Complex and The ESSE Sukhumvit 36 came out with a positive tone. We maintain BUY rating on S with a 2019 target...
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Asset World Corporation IPO: Wrong Time & Steep Pricing
Asset World Corporation is a leading real estate business in Thailand and one of the largest real estate companies in the region. The company is...
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Last Lap Thai Strategy Recap (Q4'19)
As Q4'19 approaches, there is an opportunity to spruce up returns, or at least prevent them from being worse. Here's what we see in terms of...
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ECM Weekly (14 Sep 2019) - Budweiser APAC, ESR Cayman, Henlius, AllHome, Topsports
Aequitas Research puts out a weekly update on the deals that have been covered by Smartkarma Insight Providers recently, along with updates for...
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