Table: Margins in TH (+SEA)
We distributed this datasheet a month ago to investors.
The takeaways for Thailand are:
- Public companies are stronger than private ones
- Revenue does not need to return to pre-c19 levels to achieve the same margins
Now the questions:
- How much better will margins be in the coming quarters/years as economies reopen?
- How much higher a valuation will you/the market pay for a company with expanding margins?
One thought on “Table: Margins in TH (+SEA)”
Great stuff here thanks for sharing!