BEM: Phases of Recovery and Growth Are Around the Corner
We expect earnings to slightly drop YoY in 1Q21 pressured by a sharp fall in traffic on tollway and mass transit system as a result from partial...
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SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
700 Views
Thai Strategy 2021 (Part 1): Key Themes
The theme of the 2021 Thai strategy will be dominated by three things: a recovery story, a QE-inspired preference for big cap, and early-year...
442 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...
458 Views
BEM: Completed V-Shape Recovery Is Imminent
We came out from BEM’s analyst meeting yesterday with positive tone, given expected strong earnings improvement in 2H20 underpinned by solid...
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