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...
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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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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...
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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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