View Details
SCC 2q20 preview peak profit bt10bn (+40%q) on good chemical spreads but weaken outlook.
View Details
Makro (+) likely divestment from Cpall come soon.
View Details
Technology prefer Delta over Kce. Stronger baht is key trigger.
View Details
To 8mn (in line w AOT) no further downside to our already bearish views on Thai hotels.
View Details
AIS (+): on u/g 5G users forecast by 137% from prior this year.
View Details
What next if Chinese comes to Thailand 1mn per mth in 4q20?
View Details
PlanB nearterm earning dump but improving start in 2H.
View Details
ERW target price upgrade to bt 3.20 from 2.20 remain REDUCE.
View Details
Healthcare : new trend post Covid favor CHG, (-) BH on high F exposure.
View Details
Telco (+) Ais but top pick at Intuch on better yield.
View Details
Hotel d/g to UW on sluggish recovery and too optimistic share pricce rebound.
View Details
China R&D spending seen most in infrastructure projects, (-) Thai contractors. Hana (hold) Huawei threat its smartphone outlook. SIri good presales on expense of GM.
View Details
Petchem update with Hold fir Pttgc snd Irpc and Sell Scc. PR 9 falling top line hurt Gm.
View Details
Stec low GM pj to kick in 4q20. MC stores resumes sales improve cost contrl. ANAN struggling unprecedent high unsold inventory.
View Details
CPNREIT lowered DPU. CHG remain resilient. ERW wider loss expected this yr.
View Details
SET eps cut 4% this yr to nt 66 and 80% next yr.
View Details
SHR target revised to bt1.6 on changed to 11x ev/ebitda. WHA tp d/g to bt3.2, risk reward less attrative vs Amataโs
View Details
CRC missed but ADD recommended. CBG upbeat outlook ahead. (*) resilts : Cpn Cpnreit Wha
View Details
(+): Ivl spali M Kce (-) OSP SPRC (in line) CPALL & GFPT
View Details
Msci rebal announce today.. (+) Awc Toa and Ktc. (-) Banpu.
View Details
Amta 70 rai kand sell 1q20. Contractor (-): Red line extendion delay as contracts may b shift to PPP
View Details
III poor preview but brighter outlook, TU core profit below us 8% but cheap valuation & shr repurchase support.
View Details
SPALI core eps cut 19%, remain Add & top pick. SPA core profit cut 75% tp revised to bt8.6, HOLD
View Details
If include cancellation Tokyo olympic, another downdide of -bt0.30/shr
View Details
Aus n Intuch eps cut about 3.5% this yr reflect lieer lical consumption.
View Details
True deeper liss both 1q20 and 2020. Sappe 1q20 outlook ok but weaker 2q
View Details
Kbank insignificant impact from incease Bank Maspion Indonesia
View Details
Hmpro reopened 5 malls in Ninthaburi, Saudi cut further OSP
View Details
MTC nearterm weak on sentiment and NPL concerns. TKNโs valuation higher than food peer, implies bt4/shr.
View Details
(-) SCC still, WHA (+) even under stress test, STEC ds limit, u/g to BUY
View Details
Refinery stock loss in 1Q20, assumptions reviewed.
