AUCT: Raising Commission Fee Will Boost 2H20 Performance
We came out with a positive tone after yesterday analyst meeting on the backs of raising commission fee by 12.5% and rising NPL haul up vehicle...
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The Week That Was in ASEAN@Smartkarma - Indonesian Staples, Thai M&A, and SEA's E-Conomy
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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AUCT: Expected 1Q20 Earnings to Grow YoY
We maintain our BUY rating with a new target price of Bt9.6 based on 20xPE’20E which is Thai consumer discretionary sector.Update: Expect AUCT to...
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AUCT: Safe-Haven Stock in the Thai Market
We initiate coverage of AUCT with a BUY rating, based on a target price of Bt11.5, which is derived from 24xPE’20E, in line with the valuation of...
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Sathorn Series F: Exploring Thai Leasing
We met up these two leasing companies again, and it's pretty timely given the recent rumors about Thitikorn's rather quixotic attempt to buy BAY's...
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