BCH: Positive Sentiment from New Rate Adjustment for SSO Patients
Yesterday's analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt21.0 based on DCF on the back of...
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Thai Strategy 2020 (Part 2): Sector Outlook
As mentioned in the Thematic Review on Thai Strategy, there is reason for optimism after a year of under-performance (2019). Relative to our...
448 Views
Jinxin Fertility Group: First-Day Trading Thoughts
Corrigenda: There is an error in this insight. Please note the correction below. Correction: In the last line of the first paragraph below, "......
644 Views
TRADE IDEA - First Pacific Stub (142 HK): Round Two with Catalysts
At the end of May, I closed my trade on First Pacific Co (142 HK) ​ with a 5.33% return on gross notional over roughly six months, equating to...
633 Views
Jinxin Fertility Group IPO:Â Valuation Reasonable for the Trade-Offs
Jinxin Fertility Co Ltd (1951 HK)Â is a leading assisted reproductive service (ARS) provider in China and the US. It announced its IPO price...
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