IVL: Expect Strong Earnings Momentum in 1Q21 and Peak in 2Q21
We reiterate a BUY rating and upgrade our target price to Bt50.0, derived from 2xPBV’21E. We expect IVL’s earnings to strongly improve in 1Q21...
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Energy Sector : Overweight- Oil Demand Recovery to Drive 2021 Earnings
Energy Sector : Overweight- Oil demand recovery to drive 2021 earnings. We expect bright E&P business performance from recovering crude price, and...
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IVL: Expects a Gradual Recovery in 4Q20
We foresee a slight recovery in IVL’s earnings in 4Q20, as we expect sales volume to grow QoQ. Also, we believe fiber, MEG and MTBE margin to start...
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The Stocks to Own in ASEAN – Vol. 32
We highlight 14 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN...
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Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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