SHR: Expect Rapid Recovery in 2022
We maintain BUY rating and raise TP by +25% to Bt4.50 derived from 1x PBV’22E, to reflect better outlook post-COVID crisis.
369 Views
SHR: Expect Earnings Turn to Profit in Late 2022
We believe that SHR's portfolio has an advantage from strong recovery performance in Europe and overseas as 87% of its total hotel portfolio, which...
375 Views
SHR: Hiccup in 2Q21 Before Recover Strongly in 2H21
We maintain HOLD rating with 2021E target price at Bt3.10, derived from 0.74x PBV’21E, which was its valuation at 31-Dec-19, right before the Covid...
158 Views
SHR: Stock Price Recovered to Pre-Covid Level
We downgrade our recommendation to HOLD rating, from BUY, with new 2021E target price at Bt3.10, from Bt2.60, derived from 0.74x PBV’21E, which was...
286 Views
The Week that Was in ASEAN@Smartkarma - Indonesian Dairy, Bank Central Asia, and Thai Picks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
427 Views