Small Cap Diary: Singha Hotels, PTG Energy
<p>We have visited many of the country's top three hotel operators. In this review, we checked two smaller ones, namely Singha Hotels and Dusit...
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The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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SHR: World Class Resorts at a Deeply Discounted Price
We initiate coverage of SHR with a BUY rating and a 2020E target price of Bt2.60, derived from 22.0x PE’21E, which is -1 SD of the 5-year trading...
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