BGC: Negative View for the Acquisition of the Three Companies
Negative view for the acquisition of the three companies. We downgrade our rating to HOLD. As this deal is not finalized yet, we will revise our...
405 Views
BGC: Re-Opening the Cities Will Drive 2H20 Performance
Yesterday analyst meeting came out with a slightly positive tone. We expect 3Q20 performance to grow QoQ and YoY as revenue from packaging business...
513 Views
BJC: Expected Strong Recovery in 2021
On the back of 42% earnings recovery in 2021, we maintain our BUY rating and roll over target price to Bt55 (up from previous TP of Bt43) based on...
453 Views
BJC: More Positive on Modern Retail Business
Yesterday analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt61 based on DCF, implying 30xPEâ20E,...
565 Views
JUBILE: 2Q19 Earnings Hit a Record Level
JUBILE reported 2Q19 net profit of Bt67m (+37%YoY, +26%QoQ), the record level and better than our expectation.  YoY growth was driven by 15%YoY...
534 Views