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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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...
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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...
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VGI: Expect Media Business to Recover in Early 2022
We came out from VGI’s analyst meeting with neutral tone as we expect revenue from Out-of-home media to slightly drop QoQ in FY2Q22 (July’21...
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Company Update: VGI Plc. (VGI)
Negative impact from pandemic should be short term, We lower VGI’s earnings in FY21/22E and FY22/23E to reflect the potential negative impact from...
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