LH: 1Q22 Earnings Will Grow YoY
Maintain our BUY rating with a TP of Bt11.20, derived from SOTP and implies 13.4xPE’22E, +0.5SD from its five years trading average. Our rating...
506 Views
LH: 4Q21 Earnings Will Be the Peak Quarter This Year
We expect its 4Q21 net profit to be the peak quarter at Bt1.95 bn (-17%YoY, +49%QoQ), driven by recovering contribution from equity income (HMPRO...
584 Views
LH: Expect 2Q21 Presales to Soften Down QoQ and YoY
We anticipate LH’s property segment in 2Q21 to soften down YoY and QoQ in terms of presales and transfer revenue owning to a disappearance of new...
352 Views
The Week That Was in ASEAN@Smartkarma - Bank Mandiri, Monde Nissin IPO, and Singapore's Free Press
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
407 Views
SET50 Index: Change to Free Float Weighting In the Works?
There is a strong possibility that the SET revises the calculation methodology to more accurately determine the free float of stocks, and changes...
689 Views