The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
403 Views
JUBILE: Expected 1Q20 Earnings to Be the Five-Quarter Low
We downgrade from BUY to HOLD rating and cut our target price by 38% to Bt15 based on 15xPE’1H21. Our rating reflects weak SSSG. However, we...
421 Views
JUBILE: 2Q19 Earnings Hit a Record Level
JUBILE reported 2Q19 net profit of Bt67m (+37%YoY, +26%QoQ), the record level and better than our expectation. YoY growth was driven by 15%YoY...
475 Views
The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
482 Views
The Fine Arts of Luxury Investing
With high levels of wealth concentration in Thailand (Gini coefficient 0.3), it makes sense to market to the wealthy, but how exactly do you invest...
576 Views