Small Cap Top Picks
We suggest selling SYNEX and SNC (returns: +4.39% and +1.17%, respectively). Yesterday, our Small Cap portfolio generated a return of +2.60%, vs....
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Morning News Summary: BoE Hikes, ECB Continues QE — Stocks Like It
Morning News SummaryBoE Hikes, ECB Continues QE — Stocks Like It Equity markets traded mixed on Thursday after three major central banks pulled...
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2020 Earnings Below Forecast
CPW's 2020 results missed our expectation on a weak top line and GPM thanks to the adverse impact of the pandemic. We revise down the 2021-2022E...
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Upbeat 4Q20E Earnings on Extra Items
ADVANC underperformed the SET in 2019 due to its stagnant earnings as a result of the new Capex cycle, but we retain our positive view on its...
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Slow 3Q20 Recovery; High Expectations for 4Q20E
CPW's 3Q20 results recovered slightly slower than our expectation. We, however, anticipate a big rebound in 4Q20E thanks to the solid lineup of...
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