The Week that Was in ASEAN@Smartkama - Kalbe Spin-Off, SingTel's Deep Value, and Thailand's Gamers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
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The Week that Was in ASEAN@Smartkarma - Earthquakes, Media, and Pizzas
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
508 Views
The Competitive World of Thai Contractors (Non-Network)
In this review, we highlight some of the key contractors in Thailand, known as the Big Four, as well as other more eccentric, smaller ones that we...
657 Views
STI: Attractive Dividend Play with Further Upside
We maintain our BUY recommendation on STI based on an unchanged target price of Bt9.95, implying an upside of 16% from the current share price.
369 Views
STI: Acquisition Pays off Immediately, Still Further Upside
We maintain a BUY recommendation on STI based on a target of Bt9.95, implying an upside of 22%. We derive our target price from a DCF valuation...
414 Views