ILINK: Under the Weather
We downgrade our recommendation on ILINK to SELL from BUY, with a 2018E target price of Bt12.00, based on a sum-of-the-parts (SOTP) valuation that...
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The Week that Was in ASEAN@Smartkarma - Industrials, Herbal Remedies, and Filters
Please find below a brief summary if this week's Insights in ASEAN@Smartkarma. For more detail please scroll down to the detail...
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ILINK: Wired to Ride Business Renewal
We initiate coverage on ILINK with a BUY rating and a 2018E target price of Bt18.00, based on a sum-of-the-parts (SOTP) valuation that is made up...
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Raytel on Thai Telecoms
I had the opportunity to talk to Ball Piya Jarumaneeroj, a college classmate and now CEO of Raytel, today. Raytel is a small telecom contractor and...
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EB on Open Source & Investing
Recently, MCorp Review listened to a talk by E8 Consulting on open source and its applications in building fintech platforms and developing...
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