Aapico Hitech -In Stagnation Mode but Attractive Valuation
We switch our rating to Outperform (from Buy) based on a more conservative view on the long-term earnings growth outlook. However, AH is...
326 Views
Aapico Hitech - Downbeat 4Q23 NP, Pressured by Extra Items
We maintain our Buy rating on AH. KTX’s valuation metrics suggest that the stock is attractive in terms of the fundamentals, while the tactical...
270 Views
Automotive - A Weak Start in 2024
We choose AH (Buy; FV at Bt43.2) as our top pick because the firm will potentially benefit further from the transition to electric vehicle (EV)...
245 Views
Earnings Review - Aapico Hitech Plc. (AH) - AUGUST 15, 2023
AH reported a 2Q23 net profit of Bt410mn (flat YoY), better than the market’s projection by 16% but in line with the projection if excluding the FX...
240 Views
The Week That Was in ASEAN@Smartkarma - Mitra Keluarga's Growth, NFCX Leads in 2W EVs and BFIN's Era
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
456 Views