BCH: Private Chain Hospital with High Sustainable Growth
We initiate coverage on BCH with a BUY rating, based on a target price of Bt21, which is derived from a DCF methodology (WACC 6.8% and terminal...
651 Views
The Week that Was in ASEAN@Smartkarma - PNB, Salty Thailand, and Indonesia's Economy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
484 Views
Thai Strategy 2019 (Part 2): Sector Outlooks
Thailand faces headwinds in many directions, and upsides from improving political sentiment should be limited to Q1'19. However, several sectors do...
483 Views
VIBHA: Large Hospital Chain at the Cheapest Price
We initiate coverage of VIBHA with a BUY rating, based on a target price of Bt3.0 derived from 38xPE’19E, which is equal to the stock’s five-year...
637 Views
MEGA: Supplement Maker Spreads Healthy Message in Booming Region
We initiate coverage on MEGA with a BUY rating and based on a target price of Bt43, which is derived from the DCF methodology (WACC 12.5% and...
516 Views