Kino Indonesia (KINO IJ) - Sanitised Recovery
Kino Indonesia (KINO IJ) is a less well-covered but very interesting consumer player in Indonesia, with an interesting stable of brands spanning...
525 Views
CBG: Valuation Running Ahead of Fundamentals
We initiate coverage of CBG with a HOLD rating, based on a target price of Bt89, which is derived from 33xPE’20E, close to the average of the...
919 Views
Thai Equities: Impact of Recent Regulations & Taxes
In this review, we examine the stocks/sectors impacted by recent changes in tax levels, government schemes, and new regulations. Foremost amongst...
510 Views
Osotspa (OSP TB) IPO: Feel the Buzz
Osotspa is coming to market with Thailand's largest IPO of 2018, raising nearly $450 million in a deal that will value the energy drink maker in...
611 Views
MEGA: Supplement Maker Spreads Healthy Message in Booming Region
We initiate coverage on MEGA with a BUY rating and based on a target price of Bt43, which is derived from the DCF methodology (WACC 12.5% and...
511 Views