PTTGC: Gradually Recover in 2H20
We reiterate our ‘BUY’ rating and roll over our target price to Bt56.5 (+28% from our previous target). Our target price is derived from...
346 Views
SPRC: A Harsh Year for Refineries
We revise down company’s earning to the loss of Bt956m in 2020E and also trim our target price by 50% to Bt5.7 (from Bt11.6), derived from...
483 Views
The Week That Was in ASEAN@Smartkarma - Asian Digital Banking, Defensive Indo Media, and Breadmakers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
438 Views
PTTGC: Opportunity to ‘BUY’ on the Recovery Theme
We upgrade our recommendation to ‘BUY’ (from HOLD) but cut our target price by 30% to Bt35 (from Bt50), derived from 11.9xPE’20E which is equal to...
426 Views
The Week That Was in ASEAN@Smartkarma - Malaysian Politics, Indonesian Consumers, and Central Retail
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
415 Views