Big Cap Tactical Picks
We add AWC to the portfolio in response to the peak tourism season. The firm's 4Q23E net profit is expected to have grown by 22.1% QoQ to...
88 Views
Big Cap Tactical Picks
Yesterday, our Big Cap portfolio generated a return of -0.03% (vs. the SET's return of +0.25%) due to selling on AWC and AMATA.
83 Views
Big Cap Tactical Picks
Our Big Cap portfolio generated a return of -0.43%, vs. the SET Index's return of +0.11%, due to the selling in AWC, CENTEL and BH.
86 Views
Report Title Not Provided
AWC will benefit from the positive sentiment generated by the BoT's upward revision to its tourist arrival projection in 2023E to 28mn. HANA will...
87 Views
Big Cap Tactical Picks
Yesterday, our Big Cap portfolio generated a return of +0.37%, outperforming the SET Index (-0.11%). There were buybacks of reopening plays (AWC...
81 Views