Pluk Phak Praw Rak Mae - 3Q24 Earnings Grew 101% YoY on SSSG
We downgrade our recommendation to Neutral, from Buy, with a new 2025E fair value of Bt13.68, based on a required rate of return at 3.46%, implying...
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Special Report: Stock Valuation - January 2, 2025
The expansionary fiscal policy of the incoming US president is expected to keep US bond yields high for an extended duration, posing risk of de...
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The Week That Was in ASEAN@Smartkarma - Bukalapak, Merdeka Copper & Gold, and Intouch
The past week saw insights on Bukalapak.com PT Tbk (BUKA IJ), Merdeka Copper Gold Tbk PT (MDKA IJ), Intouch Holdings (INTUCH TB), and Vale...
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CrossASEAN Ground Zero - Bukalapak, Astra International, OhHaju, and Sea Ltd
This week we look at Bukalapak, as Emtek increases its direct stake, Astra's latest healthcare push into cardiology, and Ohhaju (OKJ TB),...
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