SAPPE: Expect 4Q20 Earnings to Grow Slightly YoY
Yesterday analyst meeting came out with a neutral tone. We still expect 4Q20 earnings to drop QoQ from low season but still grow YoY, resulting in ...
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The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
292 Views
SAPPE: 3Q20 Earnings Back on Track to YoY Growth
SAPPE reported 3Q20 net profit of Bt133m(+30%YoY, +60%QoQ). The 9M20 result was 84% of our full-year forecast. We maintain BUY rating with new...
338 Views
The Week that Was in ASEAN@Smartkarma - Sea Ltd's +ve Surprise, a Digital Telkom, and Thai Results
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
454 Views
SAPPE: Expect Earnings Recovery in 3Q20
SAPPE reported 2Q20 net profit of Bt83m(-39%YoY, +1%QoQ). The 1H20 result was 54% of and in-line with our full-year forecast. We maintain BUY...
350 Views