JKN: Health and Beauty Products as a New Growth Driver
We came out from JKN’s analyst meeting on 9th March with positive tone as we anticipate revenue generated from Health and Beauty products to be the...
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JKN: Await for New Rerating Catalyst
There are two factors that drove JKN’s stock price to surge 70% in the past two weeks including; 1.) 2H20 earnings that anticipated to lift 70-80%...
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JKN: Video on Demand Platform as Key Growth Driver in 2020-21E
3Q19 Analyst meeting came out with positive tone given solid revenue growth on video on demand platforms and export sales, while we believe that a...
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JKN: Export Sales Help Offset Downturn in Domestic Market
2Q19 Analyst meeting came out with neutral tone. The management maintain revenue growth at 20% in 2019E amid negative environment in domestic...
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JKN: Little Impact from Digital TV Operators Returning Licenses to NBTC
We maintain our BUY rating for JKN with a target price of Bt8.80 based on 14.8xPE’19E, average of Asia ex-Japan Consumer Discretionary sector. We...
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