Thai Life Insurance Pre-IPO - Industry Dynamics and Domestic Peer Comparison Aren't Very Encouraging
Thai Life Insurance is looking to raise up to US$1bn in its upcoming Thailand IPO. In this note, we talk about the industry dynamics and undertake...
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Ramsay Health's Offer Spread Risk/Reward
At the last close, the risk/reward profile is favourable as the downside due to a deal break (-10% estimated decline) is lower than the upside...
572 Views
The Stocks to Own in ASEAN – Vol. 39
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, and nine new join...
478 Views
The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
366 Views
BCH: Turning Back to Core Operation Post 1Q22 Peak
Upgrade to BUY from HOLD rating with an unchanged TP of B21.00, based on 14.36xPE’22E which is close to -2SD of 3-years trailing average.
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