CHAYO: Remarkable Growth, but Would Need More
The 2Q20 results were in line with our expectations, slightly higher provisioning. We still think that CHAYO lags on enormous growth opportunities.
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CHAYO: When the Going Gets Tough, CHAYO Gets Going
We initiate coverage on CHAYO with a SELL recommendation based on a target price of Bt6.90, implying a downside of 12% from the current price. We...
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The Week that Was in ASEAN@Smartkarma - Thai Finance, Placements, and Malaysian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Best of May/June 2019 Company Visits
During this period, we visited around 10 companies. These were the two we liked best of the pack. Osotspa, one of the country's oldest...
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The Week that Was in ASEAN@Smartkarma - Jakarta Unrest (?), Indonesia Property, and Asia Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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