The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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EPG: Positive Earnings Outlook in FY2022
We came out from EPG’s conference call with the management yesterday with positive tone as we anticipate revenue and margins for all the business...
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EPG: Automotive Parts Support Earnings Recovery in FY2H21
We maintain positive tone towards EPG’s earning recovery in 2HFY21 (Oct’20-March’21) and 2022E given a faster-than-expected recovery of revenue in...
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The Week that Was in ASEAN@Smartkarma - A Shot in the Arm for SE Asia, Sea Ltd, and SingPost
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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EPG: Quick Recovery in Revenue for Auto Part and Packaging Segments
We upgrade EPG to BUY after revised up earnings by 17% in FY2021E. Our new target price of Bt6.70 (previous TP5.40) derived from 1.5x relative PE...
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