PRM: Earnings Growth Profile in 2022-23E Remain Dull
We came out from PRM’s analyst meeting with neutral tone given an unexcited vessel fleet expansion plan and weak market outlook for FSU business. ...
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The Week that Was in ASEAN@Smartkarma - Digital Festive Cheer, Sea Ltd Going Financial, and KEX
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
263 Views
PRM: Maintain Positive View Toward Earnings Growth Momentum in 2021E
We maintain our BUY rating with a target price of Bt11.30 derived from 0.8x relative PE to Asia ex-Japan transportation sector or equivalent to...
392 Views
The Stocks to Own in ASEAN – Vol. 32
We highlight 14 stocks in ASEAN that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the ASEAN...
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