BJC: Expect SSSG to Bottom Out in 4Q20
We maintain our positive outlook in 2021 earnings driven by improvement of SSSG by 3%YoY in 2021E , recovery in rental income and cost saving from...
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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...
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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...
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BGC: Stable Yield Play
We initiate coverage of BG Container Glass PCL (BGC TB) with a BUY rating, based on a target price of Bt11.0, which is derived from 12.3xPE’20E,...
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