CHAYO: High Growth Expectations Make It Hard to Outperform
We change our recommendation on CHAYO to SELL from HOLD but raise our target price to Bt8.70 (previously Bt7.30), implying a downside of 22% from...
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Kasikornan – Unconvincing Call
KASIKORNBANK: KBANK 's credit risk remains elevated, yet half of current and projected loan growth will be used for current customer relief loans....
392 Views
CHAYO: Still Lags on Enormous Growth Opportunities
We upgrade our recommendation to HOLD from SELL on CHAYO with a revised target price of Bt7.30, implying a downside of 3%. We derive our target...
338 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
326 Views
Last Week in Event SPACE: Shimachu, Cathay, Nexon/Familymart, KWG Living, Tata Consultancy, Sun Art
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
496 Views