SCGP : Weak Demand Pressured 3Q22 Results
We maintain our BUY call with a target price of Bt61.00, derived from a 30xPE’23E, its 3-year trading average. We see brighter earnings performance...
75 Views
The Week That Was in ASEAN@Smartkarma - TAC, Sea Ltd, and SCG Packaging
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
158 Views
SCGP : Lukewarm 3Q22 Earnings Amid Weak Demand
We maintain our BUY call with a new target price of Bt61.00 (from Bt65.00) derived from a 30xPE’23E (de-rate from 33xPE’22E), its 3-years trailing...
137 Views
The Week That Was in ASEAN@Smartkarma - Bank Jago, Meralco's Sell-Down, and Unilever Indonesia
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
259 Views
SCGP : 2Q22 Results In-Line with Expectation
We retain our BUY rating with a TP of Bt66 derived from 33xPE’22E which is close to its 3-years trailing mean. We recommend investors to accumulate...
184 Views