BTS: Potential Positive Catalysts Ahead
We maintain BUY rating with a target price of Bt12.0 (previous TP12.80), which is equivalent to 60xPE’FY21E, 50% discount to Thai transportation...
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The Stocks to Own in Thailand – Vol. 30
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
479 Views
The Week that Was in ASEAN@Smartkarma - Thai Politics, BCA's +ve Liabilities, and Singapore O&M
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
401 Views
BTS and Bangkok Airways, UTaPao Brother-In-Arms
We met up with two major companies recently, namely skytrain operator BTS and airline Bangkok Airways. The two firms as well as STEC are currently...
450 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
433 Views