The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
309 Views
BCP: 2021 Earnings to Be Dampened by TAM
Yesterday analyst meeting came out in a neutral tone. We maintain the BUY recommendation, while revise down the target price to Bt21.6 (from...
275 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
455 Views
BCP: Positive 2H20 Earnings Outlook
Yesterday analyst meeting came out in a slight positive tone. We maintain the BUY recommendation with a target price of Bt25 derived from a...
359 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Health, KBANK's Woes, and Bank Credit Costs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
348 Views