BJC: 2Q21 Earnings Remain Weak QoQ
We maintain BUY rating with a lower target price of Bt37 (-14% from Previous TP) based on 30xPE’1H22E, closed to Consumer Discretionary Sector.
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Thailand - 120 Days Later - Fully Vaccinated Tourism to Resume
Thailand plans reopen to reopen its borders to the fully vaccinated in 120 days without quarantine restrictions, which will be a boon for the...
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STI: Attractive Dividend Play with Further Upside
We maintain our BUY recommendation on STI based on an unchanged target price of Bt9.95, implying an upside of 16% from the current share price.
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The Week That Was in ASEAN@Smartkarma - Post Pandemic Singapore, Digital Telkom, and the PSE
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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Berli Jucker (BJC TB) - Stock-Up for Canned Recovery?
Berli Jucker is an interesting proxy to the consumer recovery in Thailand and South-East Asia, through its packaging, retail, and consumer supply...
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