The Week that Was in ASEAN@Smartkarma - Debt Concerns, Thai Consumers, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
389 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
383 Views
BGRIM: Positive 2Q20 Earnings Outlook from Intact SPP Operations
Yesterday analyst meeting came out in a positive tone. Expect 2Q20E earnings to remain healthy backed by intact SPP operations and profit...
223 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
354 Views
1Q20 Core Earnings Grew from 50% Capacity Expansion in 2019
We maintain the HOLD rating on BGRIM with new 2020E target price of Bt47 (from Bt48) derived using DCF valuation (6.9% WACC and 1% TG), implying...
353 Views