STI: Acquisition Synergies Should Lead to Further Upside
We maintain our BUY recommendation on STI based on a lower target price of Bt9.20, implying an upside of 34%. We derive our target price from a DCF...
324 Views
The Week that Was in ASEAN@Smartkarma - The Wheels of Business, Thai Bev, and Hospitals
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
263 Views
Thai Beverage (THBEV SP) - A Beer Fuelled Future
Thai Beverage continues to be one of our top ASEAN recovery plays, with the potential for a spin-off of its beer business further down the line
578 Views
CrossASEAN: Alcoholic Beverage - Where to Drink?
The pandemic has forced governments to implement lockdown/social distancing that has brought many difficulties for alcohol beverage companies in...
330 Views
The Week that Was in ASEAN@Smartkarma - A Digitally Enhanced SE Asia, Cement, and Thai Equities
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
293 Views