SAPPE: Better Performance in Both Domestic and International
Yesterday's analyst meeting came out with a positive tone, both from new product launch plans and hemp product that has potential in the future.
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The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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SAPPE: New Products Support 4Q20 Earnings to Grow YoY
Despite low season quarter in 4Q20, we expect earnings to grow YoY driven by launching of new products. We believe current share already priced-in...
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The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
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The Stocks to Own in Thailand – Vol. 31
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Thai...
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