The Week that Was in ASEAN@Smartkarma - Indonesian Politics, Towers, and Thai Finance
The edition includes the past two week's offerings of Insights across ASEAN@Smartkarma as this Insight Provider was on a Hari Raya break. It is,...
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BDMS (BDMS TB): Wellness Center Soon to Be Fully Operational
Low downside risk, low correlation with Western stock markets, and slow asset growth relative to its sector New partnership with Allianz Ayudhya...
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NTV: 15% Sales Growth Causes Increase Bottom Line Growth
NTV reported 1Q18 net profit of Bt107m (+38%YoY, +5%QoQ). The 1Q18 result was 27% of our full-year forecast and in line with our forecast. Â 1Q18...
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EM Strategy: Overweight Technology, Energy, and Health Care.
EM equities remain long-term leadership despite giving up some ground over the last month to developed markets. Given the intact relative strength...
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NTV: 4% Sales Growth Causes Increase Bottom Line Growth
NTV had 4Q17 recurring EPS of Bt0.64 (+15%YoY, -2%QoQ). The FY2017 recurring EPS was Bt2.21 (+12%YoY) and was in line of our forecast. 4Q17 net...
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