StubWorld: Kingsoft Not In the Cloud; CH Karnchang Tests New Lows
This week in StubWorld ... Kingsoft Corp (3888 HK)'s 43.6%-held Kingsoft Cloud (KC US) has gained 53% since its debut last Friday - but...
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BEM: Possible Bangkok Curfew Could Hurt 2020E Profit Severely
We estimate 51% negative impact to 2020E earnings for BEM in worst case if they have to halt their mass transit and tollway operations for 75 days....
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BEM: Leading Mass Transit Operator Is About to Get Huge
We initiate coverage of BEM with a HOLD rating, based on a target price of Bt11.70 derived from a sum-of-the-parts methodology, which implies...
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Snippets #28: BTS Opens a School, Central/GPSC Deal Updates
Five news/developments that entered our radar screen this month: BTS opens a school in joint venture with Versio. The article claims it is the...
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Snippets #27: AIS Pays for Towers, MK Acquires Seafood Chain
In recent weeks, we found these five domestic news/developments to be influential to the Thai markets. AIS agrees to pay TOT a whopping...
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