SABINA: Expect Solid Revenue Recover in 4Q21
A solid earnings recovery trend with an attractive dividend yield at 4%-5%. We maintain BUY rating and roll over target price to Bt26.25 (+19% from...
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The Week that Was in ASEAN@Smartkarma - Digital Enhancements, Cheap Banks, and Buybacks
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
368 Views
Small Cap Diary: Taokaenoi and Sabina
We visited two interesting companies recently: seaweed market leader Taokaenoi and the country's second largest maker of bras SABINA. Neither are...
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SABINA: Expect Earnings Recovery in 3Q20
We maintain BUY rating with a new target price of Bt24 based on 24xPE’21E, +20% from previous target, which is close to Thailand consumer...
336 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Major Cineplex, and Thai Tragedies
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
443 Views