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.
398 Views
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...
562 Views
The Week That Was in ASEAN@Smartkarma - BUY Staples, Indonesian Telcos, and Thai Brokers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
354 Views
SIS: Cheap Valuation with Solid Earnings Growth
SIS reports 1Q20 net profit at Bt130m (+39%YoY, -4%QoQ) while accounted for 29% of our 2020E net profit forecast. Excluding FX gain and impairment...
394 Views
SIS: 4Q18 Result Broke the Record
SIS’s 4Q18 net profit was Bt149m (+77%YoY, +16%QoQ), a record high level. The impressive 2018 result was much better than our forecast and accounts...
240 Views