PSL: Another Opportunity at the Bottom of Dry Bulk Cycle
We initiate coverage of PSL with a BUY rating, based on a target price of Bt7.10, which is derived from 1.0xPBV’21E, its 10-year average. The...
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The Week that Was in ASEAN@Smartkarma - Jakarta Unrest (?), Indonesia Property, and Asia Gaming
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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The Week that Was in ASEAN@Smartkarma - Monetary Policy, Pay TV, and Cementing Consolidation
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Thai Industrial and the Trade War Resolutions
We met up with three companies that can be broadly described as industrial. While discussing their operations in the recent quarter, we also got a...
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SUTHA: Growing Quick Lime Via Acquisitions & Expansion
We first heard about this for the first time when the same tycoon (Nishita Shah Federbush) who controls Mega Lifesciences (MEGA TB), a top five...
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