GGC: Benefits from an Increase in Palm Price
We reiterate our BUY rating with the target price at Bt10.9, derived from 1.1xPBV’21E which is equal Asia-ex Japan material sector.
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GGC: Good Outlook from Recovered Demand
Yesterday analyst meeting came out with a positive tone. We expect biodiesel price to recover in 2H20, driven by lockdown easing and B10 policy....
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GGC: Continue Its Growing Path Despite a Weakness in 2Q20
We come out with a slight positive outlook for the company performance in 2H20, after attended opportunity day yesterday. Despite a weakness in...
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The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
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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Dark Clouds Over Erawan
We recently visited Erawan and Global Green Chemicals (GGC TB) this week. Let's just say the companies are having a hard time even before the...
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