The Week That Was in ASEAN@Smartkarma - Indonesia Broadband, Singapore Banks, and Thai Stock Picks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
470 Views
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...
490 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, a Syariah Wonder, and HM Sampoerna
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
853 Views
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...
530 Views
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...
448 Views