The Stocks to Own in Asia – Vol. 36
We highlight 14 stocks in Asia that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stock remains, and nine new join...
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The Stocks to Own in ASEAN – Vol. 38
We highlight 14 stocks in ASEAN that look interesting to us based on our FVMR Methodology. Portfolio changes: Three stocks remain, and 11 new join...
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BCP: Bright Refinery Outlook 4Q21 Onwards
Analyst meeting came out in a positive tone. We maintain the BUY recommendation with a target price of Bt35.0, derived using SOTP method, implying...
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BCP: Expect Weak Net Profit in 3Q21 Due to Lower Stock Gain
Yesterday analyst meeting came out in a neutral tone. We maintain the BUY recommendation with a target price of Bt35.0, derived using SOTP method,...
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Company Update: Bangchak Corporation Plc. (BCP)
We believe the slowdown in the recovery of the refinery and marketing business following the spread of the Delta variant has been largely priced...
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