The Week That Was in ASEAN@Smartkarma - GoTo, Digital Astra, and Monde Nissin
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
327 Views
CRC: Expect 1Q21 to Grow QoQ and YoY
We expect CRC to report 1Q21 net profit at Bt1.1bn(+49%YoY, +5%QoQ) driven by SSSG slightly improved and gross profit margin increased.
434 Views
Berli Jucker (BJC TB) - Primed for Rebound
Berli Jucker is an interesting proxy for the consumer rebound in Thailand and Vietnam through its consumer packaging, retail, and other consumer...
273 Views
CRC: 4Q20 Earnings Grew QoQ and Better Performance Outlook in 2021E
CRC’s 4Q20 net profit was at Bt1.1bn (-82%YoY,+26%QoQ). The company reported 2020 net profit at Bt46m, compared to net profit of Bt11bn in 2019.
283 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
335 Views