IVL: Back to Its Growth Path in 3Q20E
Analyst meeting last week came out with a slight positive tone. We expect 3Q20 core operation to recover. In long term, the company continues its...
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Osotspa, Indorama: Strong Operations Amidst Pandemic
We visited consumer products giant Osotspa, manufacturer of top-selling energy drinks M-100 and liquid Vitamin C C-Vitt, and petrochemicals giant...
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IVL: Growth from Acquisition Amid Spread Contraction
We maintain our ‘BUY’ rating but cut our earnings forecast and target price by 25% to Bt30, based on 13.5xPE’20 which is world materials sector...
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IVL: Next Era to Driven by Cost Transformation and Organic Growth
Analyst meeting held yesterday came out with a positive tone for overall IVL business. During next era, 2018-2023, its growth are expected to...
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Snippets #32: MINOR Acquires Bonchon, ThaiBev's New Listing
Five interesting news or developments on our radar screen include: Minor acquires Bonchon, the most famous Korean fried chicken chain in Thailand,...
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