MAJOR: Prime Beneficiary from Covid Ease
We maintain BUY rating and upgrade our target price to Bt25.50/share, from Bt22.50/share (+13%), derived from 3.5x PBV’21E, which is its 5-year...
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MAJOR: To Recover from 2Q21 Onward
We downgrade our recommendation to HOLD rating, from BUY, with new 2022E target price at Bt19.70, from Bt18.20, derived from 17.6xPE’22E, which is ...
534 Views
The NEW Week that Was in ASEAN@Smartkarma - Thailand'sToursim Dilemma, Thai Banks, and Wilmar's Stub
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
307 Views
Thai Media Spotlight: Collapse or Redemption?
Even as the rest of Thailand re-emerges to some level of normalcy after the worst phases of the lockdo
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