The Week That Was in ASEAN@Smartkarma - BNI More Digital, Erajaya on Fire, and Siam Commercial Bank
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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Index Rebalance & ETF Flow Recap: STO/OSH, KEP/SPH, HHI, SET50, HSTECH, HSCI
This recap highlights Insights covering the index rebalance space in Asia as well as announcements that could result in index changes. We also look...
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The Week That Was in ASEAN@Smartkarma - Indonesia's Ripe, Digital Banking, and Berli Jucker
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
272 Views
Berli Jucker (BJC TB) - Bright Lights at the End of the Tunnel
Berli Jucker's retail business under Big C continues to see pressure from COVID-19 issues but improvements are underway and it is expanding again,...
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BJC: Weak Earnings Outlook in 3Q21
We reiterate our HOLD rating with a target price of Bt37 based on 30xPE’1H22E, close to average of consumer discretionary sector .
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