LH: Expect 4Q20 Core Earnings to Be the Highest Level of 2020
We maintain LH with a BUY rating and a new target price of Bt8.60 (previous TP: Bt8.50) after revised EPS up 5% in 2021E. Our target derived from...
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The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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LH: Most Secure Property Developer in Thailand
We initiate coverage of LH with a BUY rating, based on a target price of Bt8.50, which is derived from an SOTP methodology. The target price...
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ORI: Expect Flat 3Q20 Earnings but Strong Recovery in 4Q20
3Q20 ORI presales better than market expectation. We foresee presales momentum to speed up in 4Q20 through aggressive new projects launch in 4Q20.
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The Stocks to Own in ASEAN – Vol. 32
We highlight 14 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN...
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