KTB : More Moderate Growth Ahead
Upgrade to BUY (from HOLD) with a higher target price of Bt20.20. Our BUY call reflects its resilient balance sheet, higher ROE prospects, and more...
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The Week That Was in ASEAN@Smartkarma - Sido Muncul's Inflationary Pinch, XL Axiata, and Thai Banks
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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KTB : Slower Growth Ahead
Maintain HOLD with a new target price of Bt17.30 (from Bt16.70). KTB’s net profit growth potential in 2023 is likely to decelerate ahead. For 2H22,...
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Big Cap Tactical Picks - August 9, 2022
We suggest selling JMART after we recommended buying it yesterday because the stock has fallen out of our top rankings (with the return at +0.51%).
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Big Cap Tactical Picks - August 8, 2022
We recommend selling EA (with the return since it was first added at +0.9%, as the stock has fallen out of our top rankings.
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