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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VGI Global Media Placement:Â High Growth Monopoly with Good Returns from Past Deals
VGI's main shareholder BTS is selling USD 129 million worth of shares post market close today. In this insight, we will provide quick thoughts on...
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Snippets #22: New Transit Ad Giant, Duty Free Rivalry
Five interesting news flow/development during this period: New regulations proposals. The BOT recently discussed measures to rein in overly...
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PLANB: Moving Forward with VGI, the Outdoor Media Tycoon
We maintain PLANB with a BUY rating with the target price of Bt8.30 derived from 1.5xPEG’2019E of Thai consumer discretionary sector, which implies...
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Surya Citra Media (SCMA IJ) - Digital Revolution in the Spring - On the Ground in J-Town
A meeting Surya Citra Media Pt Tbk (SCMA IJ) in Jakarta found management in a relatively ebullient mood. The share price performance has been...
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