PLANB: Pandemic Hit Earning Hard but Long-Term Growth Remain Solid
We trim down PLANB’s earnings in 2020E by 61% as a result of impact from the pandemic outbreak, which dilute overall advertising budget expenditure...
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PLANB: Opportunity to BUY
The company stock price has dropped by 10% during yesterday trading session following the concern over obstacle to renewing the marketing...
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PLANB: Investment in MACO Lift Earnings in 2020-21E
We came back from analyst meeting on 5th November with positive tone given its solid earnings outlook in 2020-21E which will be driven by revenue...
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PLANB: Digital Media in 7-Eleven Stores Support Earnings Growth in 2020
After the conference call with the management, we are quite optimistic toward PLANB’s earnings outlook in 2020-21E which will be driven by revenues...
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PLANB: Record High Earnings Supported by Digital Media Revenue
PLANB’s 2Q19 net profit was at Bt180m (+18%YoY, +17%QoQ), an all-time high level. The 1H19 result was slightly under our expectation and accounts...
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