BCP: Expect 4Q20 Earnings to Recover from Loss
The stock outperformed the SET index by +40% in last two months and surpassed our previous target price of Bt21.6. We expect BCP to continue the...
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BCP: 2021 Earnings to Be Dampened by TAM
Yesterday analyst meeting came out in a neutral tone. We maintain the BUY recommendation, while revise down the target price to Bt21.6 (from...
275 Views
BCP: Positive 2H20 Earnings Outlook
Yesterday analyst meeting came out in a slight positive tone. We maintain the BUY recommendation with a target price of Bt25 derived from a...
359 Views
BCP: Offers Cheap Valuation with Earnings Upcycle Ahead in 2H20
We reinitiate coverage of BCP with a BUY rating, based on a 2021E target price of Bt25, which is derived from a sum-of-the-parts (SOTP)...
457 Views
SPRC: A Harsh Year for Refineries
We revise down company’s earning to the loss of Bt956m in 2020E and also trim our target price by 50% to Bt5.7 (from Bt11.6), derived from...
483 Views