BCH: 2Q20 Earnings Should Be the Bottom Quarter
Yesterday analyst meeting came out with a neutral tone. We expect 2Q20 earnings to be the bottom quarter, given full quarter impact from COVID-19...
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The Week That Was in ASEAN@Smartkarma - Indonesia Cement, Thailand's Recovery, and SG REITs
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
383 Views
CHG: Impeded by Covid-19 in 1H20 but Will Recover in 2H20
We maintain HOLD rating on CHG with a 2020E target price at Bt2.65, derived from a discounted cash flow valuation (WACC of 6.0% and terminal growth...
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Bumrungrad Hospital’s Tender Offer from Bangkok Dusit
Bumrungrad Hospital Pub Co (BH TB) is one of the leading healthcare providers in Thailand and the Southeast Asian region. On 26 February, BH...
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