PLAT:Â Expect Accelerating Earnings in 4Q18
Despite a drop in 3Q18 earnings both YoY and QoQ, we expect strong recovery in 4Q18 earnings driven by opening The Market Bangkok (70% booked). We...
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Univentures: Refocusing on Low Rise & Condos Closer To Skytrain Stations
Today, we meet up with Univentures, the flaghship property company of Charoen's TCC empire. Property is arguably the second most important business...
571 Views
QH: Dividend Play Outshines Thai Property Peers
We initiate coverage on Quality Houses (QH TB) with a BUY rating, based on a target price of Bt3.9 and derived from our target of 10.5xPE’1H19E,...
743 Views
PLAT: Mall Operator to Make Precious Metal from Sales and Rental Growth
We initiate coverage on PLAT with a BUY rating, based on a target price of Bt9.4 and derived from the DCF methodology (WACC 10.8% and terminal...
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Blitzkrieg Meetings with GOLD, Glue, and Debt Collectors
We had a lightning-quick series of meetings with three companies today, and noting that the biggest ones just met our pals at Country Group so...
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