VGI: Positive for Short-Term Outlook While Long-Term Remain Promising
We maintain BUY rating for VGI with the new target price of Bt6.50 (Previous TP: Bt8.10), derived from SOTP method or 50% premium to Thai media...
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SET50 December Index Rebalance: AWC, BANPU, TIDLOR Added; BJC, DELTA, STA Out
There are 3 changes to the SET50 index at the December rebalance. AWC, BANPU and TIDLOR will replace BJC, DELTA and STA. AWC is a 'surprise' and...
627 Views
VGI: Expect Solid Earnings Recovery from Late 2021 Onward
We maintain BUY rating for VGI with the new target price of Bt8.10 (Previous TP: Bt6.90), derived from SOTP method or 50% premium to Thai media...
225 Views
Wickhams Hill Research | Under-The-Radar Issue 6
We uncover a stake in post-merger Tokopedia-GoJek held by the Japanese e-commerce company Beenos (3328 JP) that at the slated...
242 Views
VGI: Plenty of Business Synergy with JMART
The company announce to acquire newly issued ordinary shares in JMART (15% stake) with investment cost of Bt6.3bn. We are positive toward the deal...
254 Views