SVI - Earnings Growth in 1Q24 Carried by Higher Gross Margin
We maintain our Buy rating on SVI, while upgrading our tactical view to very limited downside (from neutral), based on the valuation metrics.
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Svi -New Customers and Demand Recovery in 2023-26E
We initiate our coverage on SVI with a BUY rating and a FY2024 fair value of Bt8.00, based on a required rate of return of 6.78%.
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(Mostly) Asia M&A: November 2019 Roundup
For the month of November, 21 new deals were discussed on Smartkarma with an overall announced deal size of ~US$75bn, helped in large part by...
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The Week That Was in ASEAN@Smartkarma -Thai Strategy, DBS Fallout, and Indonesia Credit.
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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SVI's Offer Looks Set To Fail. And Fall.
On the 12 September, Pongsak Lothongkam, SVI Pcl (SVI TB)'s CEO and largest shareholder with 45.71% of shares out, launched a Conditional...
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