CBG : Waiting for GPM Recovery
Maintain BUY recommendation for CBG with a target price of Bt125. Management targets its branded own products GPM in 2H22 should improve slightly...
285 Views
CBG : 2Q22 Earnings Hit Four-Quarter High
Maintain BUY recommendation for CBG with a target price of Bt125. CBG’s 2Q22 net profit was at Bt742m (-23%YoY, +13%QoQ), the highest level in the...
257 Views
CBG : Expect 2Q22 Earnings to Hit Four-Quarter High
Maintain BUY recommendation for CBG with a target price of Bt125. We expect the company to report 2Q22 net profit at Bt859m, the highest level in...
381 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd Lay-Offs, SCMA, and Kiatnakin Bank
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
455 Views
CBG : Promising Growth Outlook
The medium to long-term outlook looks promising, thanks to high demand for energy drinks across Asia-Pacific owing to trend of urbanization and...
367 Views