ROBINS: Potential Solid 2Q19 Should Counter De-Rating Trend
We maintain our BUY rating on Robinson Department Store (ROBINS TB) with a new 2019E target price of Bt70.0, from previous Bt78.0, derived from a...
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The Week that Was in ASEAN@Smartkarma - Rent Seeking, Poultry Plays, and Lippo Group Restructuring
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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Thai Strategy 2019 (Part 3): Stock Picks
Welcome to the last part of our 2019 strategy series. Long story short, they're mainly all big caps, with the exception of perennial outperformer...
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Thai Strategy 2019 (Part 2): Sector Outlooks
Thailand faces headwinds in many directions, and upsides from improving political sentiment should be limited to Q1'19. However, several sectors do...
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Consumption Diary: What in the EV World Is Driving NIO? Plus @Smartkarma - Vitamins, Retail & More
Highlights of this week's Consumption Diary: EV Industry was in limelight with NIO Inc (NIO US) staging a racy post-IPO performance shaking off...
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