Today's Dominant Ideas
Technically, the SET Index is expected to move sideways up, with the resistance at 1,405/1,412 points (10-day and 25-day EMA) and the support at...
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BIG CAP Tactical Picks (Eng. / November 17, 2023)
We recommend buying CK. The consensus estimate calls for earnings growth of 41.63% YoY to Bt1.56bn in 2023E, driven by both growth in the...
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Big Cap Tactical Picks
We recommend cutting losses on SJWD and TLI, as the stocks have fallen out of our top rankings; since being added, they have produced returns at...
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Big Cap Tactical Picks
We add CK to the portfolio in response to the bright earnings outlook in 3Q23E (+49.8% QoQ and +34.3% YoY to Bt767mn) due to the realization of...
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Today's Dominant Ideas
Technically, the SET Index is expected to move sideways, with the support at 1,520/1,515 points and the resistance at 1,540/1,545 points. We...
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