Primer: TTW (TTW TB) - Aug 2026
Dominant Market Position with Stable, Long-Term Contracts: TTW operates as a key producer of treated water for the Provincial Waterworks...
94 Views
BANGKOK EXPRESSWAY AND METRO Plc. (BEM): 2Q26 Profit In Line; Awaiting New Rail Fare Structure - Outperform (12M FWD Fair Value Bt7.60)
2Q26 net profit grew both YoY and QoQ, in line with expectations. We maintain our Outperform rating and 12-month fair value (FV) of Bt7.60, based...
90 Views
Bangkok Expressway And Metro Plc. (BEM): Flat 2Q26E Earnings Expected; Awaiting New MRT Fare Scheme - Outperform (12M FWD Fair Value Bt7.60)
With expressway traffic and MRT ridership expected to remain broadly stable, we forecast 2Q26E core profit to be flat YoY. We also expect a 2-year...
110 Views
The Week That Was in ASEAN@Smartkarma - Banks, Beers, and Mergers
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
337 Views
The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights from across South...
362 Views