American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
428 Views
KTZ AAPICO HITECH Plc. (AH): Downbeat Earnings Due To A Weak GPM
AH posted 2Q25 revenue of Bt6.5bn (+% YoY, -3% QoQ), in line with our expectations.The auto parts manufacturing business in Thailand and Malaysia...
158 Views
AAPICO HITECH - 2Q25E Earnings to Have Slowed QoQ but Still Grown YoY
We expect AH’s 2Q25E core profit at Bt147mn (+47% YoY, -52% QoQ), showing a solid YoY recovery in line with industry trends, though operations may...
312 Views
Aapico Hitech - Awaiting Signs of Recovery in 2H25E
Our Outperform rating is maintained, given the stock’s attractiveness in terms of the fundamental valuation, with 25% upside to the new fair value...
258 Views
Aapico Hitech - 4Q24 Profit Below Forecast, Pressured by Domestic Business
We upgrade our rating to Outperform (from Underperform) as the stock price has declined over 26% in the past three months, making it more...
260 Views