WHAUP: Duong River Projects, a Key Driver in 2020E
From analyst meeting yesterday, we came out with a positive tone for both utility and power business. We maintain our BUY rating with the target...
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The Week that Was in ASEAN@Smartkarma - Student Demos, Indonesian Banks, and Digital Thailand
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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WHAUP: Stepping Forward to Be a Regional Utility Player
We initiate coverage of WHAUP with a BUY rating and a 2020E target price of Bt8.20, derived from a discounted cash flow valuation (WACC of 6.7% and...
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The Best of August/Sept 2018 Company Visits
During this round of company visits covering results of Q2'18, we particularly liked 5 companies, namely: SHREIT. We valued SHREIT in the Bt15.3...
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The Week that Was in ASEAN@Smartkarma - External Balances, Premium Beer, and Cooling Property
This week's offering includes insights from the last two weeks across ASEAN@Smartkarma as this insight provider was on vacation. As always, it is...
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