Osotspa (OSP TB) IPO: Feel the Buzz
Osotspa is coming to market with Thailand's largest IPO of 2018, raising nearly $450 million in a deal that will value the energy drink maker in...
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Interesting Stocks to Consider in Thailand
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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Consumption Diary: As IKEA Storms India, GSK Wants a Way Out; Actionable Insights from Smartkarma
Highlights of this week's consumption diary: Entry and an Exit. IKEA's recent entry into India and its massive investment plans could transform...
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SAPPE: Domestic Functional Drink Market Reached Saturation Point
We cut our target price by 11% to Bt28.8 to factor in disappointing 1H18 result. However, we maintain our BUY rating on the back of positive...
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SAPPE: Innovative Beverage Products
We initiate coverage on SAPPE with a BUY rating, based on a target price of Bt32.4 and derived from a 18.1xPE’1H19, which is equivalent to the...
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