Company Research

BSR - Upgrade & Expansion project is the major focus - AGM Note

06-22-2018

BVH [MARKET PERFORM +8.8%] - BVH to ride out flux in life sector via great wall of agents - Update

06-20-2018

MBB [BUY +45.0%] - Highly viable growth drivers: life and consumer finance - Update

06-18-2018

VIC [OUTPEFORM +12.7%] - Rebound in higher margin deliveries expected over Q2-Q4 - Update

06-15-2018

QNS [BUY +32.0%] - Ineffective capital allocation undermines value creation - Update

06-14-2018

NVL [OUTPERFORM +12.2%] - 2018 core earnings locked-in but no sign of new launches - Update

06-13-2018

ANV - Margin improvement sensitive to price fluctuations - Company Report

06-13-2018

STB [MARKETPERFORM -1.2%] - Restructuring continues to be a long-term project - Update

06-12-2018

HDB [MARKET PERFORM +5.7%] - Two choices: HDSaison (curbed risk) or FE (growth velocity) - Initiation (Revised)

06-12-2018

TCM [MARKET PERFORM +5.0%] - Garment export sales continue to lead growth - Update

06-08-2018