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...
738 Views
CHAYO: No Cheap Opportunity to Participate in High Growth
We maintain our SELL recommendation on CHAYO but raise our target price to Bt13.70 (previously Bt8.70), implying a downside of 20% from the current...
481 Views
CHAYO: High Growth Expectations Make It Hard to Outperform
We change our recommendation on CHAYO to SELL from HOLD but raise our target price to Bt8.70 (previously Bt7.30), implying a downside of 22% from...
416 Views
Financial Beneficiaries of Pandemic: SAWAD and Chayo
Banks haven't done well in 2020, but subprime lenders like SAWAD and debt collectors like Chayo are having a field day. Find out the secret from...
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CHAYO: Still Lags on Enormous Growth Opportunities
We upgrade our recommendation to HOLD from SELL on CHAYO with a revised target price of Bt7.30, implying a downside of 3%. We derive our target...
390 Views