QH: Dividend Play Outshines Thai Property Peers
We initiate coverage on Quality Houses (QH TB) with a BUY rating, based on a target price of Bt3.9 and derived from our target of 10.5xPE’1H19E,...
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GOLD:Â 39% Sales Growth Along with Margin Expansion
GOLD reported FY2Q18 net profit of Bt465m (+53%YoY, -25%QoQ). The FY1H18 result was 51% of our full-year forecast and in line with our forecast....
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Recent/Upcoming Deals in Thailand
It’s nice being an investment banker these days in Thailand. Looks like a good string of small deals coming their way. The recent ones we heard...
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QH: Q as in Quality Valuation
More attractive to analysts and strong stock price momentum relative to its sector Continued focus on cost control should further boost operating...
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The Little League (Season Finale): The Nelson to Kanjanapat's Napoleon
Of the three property tycoons, the Asavabhokin of Land & House Group may not be the richest, though many argue they are most influential. Their...
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