VGI: Moving Beyond Bt15bn Worth of Thai OOH Ads Market
1QFY20 Analyst meeting came out with a positive tone. We maintain our FY20-21E earnings outlook and BUY rating with target price at Bt10.80 derived...
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VGI: OOH Media, Digital Payments and E-Commerce in One Basket
We initiate coverage of VGI with a BUY rating, based on a target price of Bt10.80 derived from a sum-of-the-parts methodology and implying a 2.1x...
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The Week that Was in ASEAN@Smartkarma - Thai Finance, Placements, and Malaysian Banks
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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VGI Global Media Placement:Â High Growth Monopoly with Good Returns from Past Deals
VGI's main shareholder BTS is selling USD 129 million worth of shares post market close today. In this insight, we will provide quick thoughts on...
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Snippets #22: New Transit Ad Giant, Duty Free Rivalry
Five interesting news flow/development during this period: New regulations proposals. The BOT recently discussed measures to rein in overly...
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