Big Cap Tactical Picks - August 4, 2022
Yesterday, our Big Cap portfolio generated a return of +0.33% vs. the SET Index’s return of +0.35%. The share prices of stocks under the reopening...
217 Views
Big Cap Tactical Picks - Aug 3, 2022
MEGA’s share price has rebounded by more than 5% over the past two weeks on the market’s expectations for a limited impact from Myanmar’s government
251 Views
Big Cap Tactical Picks - Highlights of the Day
We recommend selling KKP (with the return since it was added to the portfolio at 0.7%) after we added it for just one day, as the stock has fallen...
252 Views
Earnings Review: Bangkok Expressway and Metro Plc. (BEM)
BEM reported weak results QoQ in 2Q21 and soft traffic volume YoY in July given the new wave of the pandemic and the lockdown measure to curb the...
198 Views