Yim CGS-CIMB: Recent Episodes
Amporn Ajcharanukul
Osp cbg earnings may weaker. US did military blacklist Xiaomi n Cnooc , (+) hana， pttep.
Set (+): regulator’s action seen compromising, f inflows (+), interesting laggards: Prop, IE, hospitals, commerce.
Less liquid sticks gained market attentionS, Delta, Bay. (-) triggers watched: warning or investigations, outflows or even par split.
Hmpro(-) goes VN. AOT u/g target to 60bt, 4q core loss beat by 800mn. BDMS divest 22.7% in BH wont affect its financial likey eyes new investment rather pay diwn debt. HANA 4q profit to flatish qoq. SAPPE (+) higher GM trend.💪💪
Biden might lead inflows to EM. CPALL eps dilution from acquire Tesco this yr but accretion next yr. Jasif good 10% yield but one rental guarantee has 5 yr secured is risky. Intuch yield 4.2% vs 3.6% of AIS.
Top missed alot outlook weighed by refinery. Ais beat 5% outlook tiring from competition, Lpn yield attractive. Pet spread (+) from supply outage