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
SPCG: Stable Earnings
We maintain Neutral rating on SPCG with new 2020E target price at Bt18.80 (from Bt22.80), derived from a discounted cash flow valuation (WACC 7.3%...
355 Views
Thailand Buybacks - Show of Strength or Leap of Faith?
Since the beginning of February, a lot of companies in Thailand have announced stock buybacks ranging from a maximum spend of THB 10m to THB 16bn....
491 Views
SPCG: Laying Foundations for Next Stage of Growth
We initiate coverage of SPCG with a BUY rating and a 2019E target price of Bt22.80, derived from a discounted cash flow valuation (WACC 7.0% and...
643 Views
The Week that Was in ASEAN@Smartkarma - Trade Wars, Unicorns, and Heavy Equipment
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
247 Views