The Stocks to Own in Thailand – Vol. 38
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since its inception, it has gained 108% versus the...
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The Stocks to Own in Thailand – Vol. 37
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Four stocks remain, and 10 new...
447 Views
AI: Expect Gradual Recovery in 3Q21 Earnings
We change our target price to Bt10.4 from existing target price of Bt2.6 to factor in change in par value from Bt0.25 to Bt1.0, effective on 11 Oct...
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AI: 2Q21 Net Profit Was the 8-Quarters Low
AI reported 2Q21 net profit of Bt58m (-63%YoY, -52%QoQ), eroded by delayed project execution of insulator business. Meanwhile, contribution from...
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AI: Strong Demand of Biodiesel Supported 4Q20 Earnings Growth
AI’s 4Q20 net profit was at Bt259m (+75%YoY, +54%QoQ) on the back of growing demand for biodiesel. The company reported 2020 net profit of Bt749m...
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