The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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PLANB : Earnings Hit 10-Quarter High in 2Q22, Above Market and Our
Maintain BUY recommendation for PLANB, and target price of Bt7.80. The company report 2Q22 net profit at Bt174m, the highest level in the past ten...
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PLANB : Expect Earnings to Hit 10-Quarter High in 2Q22
Investment in troubling crypto exchange ‘Zipmex Asia’ might create short-term negative sentiment for the company given its own minor investment...
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PLANB: Solid Performance for OOH Business Throughout 2022
We expect the company’s earnings to expand YoY in every quarter of 2022 which will be supported by strong recovery in a media revenue together with...
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PLANB: Acquisition of New OOH Media Capacity Seems Worthwhile
We believe PLANB’s acquisition of media business from AQUA PCL at total cost of Bt2.9bn will create value accretive for the company as it purchases...
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