Today's Dominant Ideas
Technically, the SET Index is expected to move sideways down, with the support at 1,398/1,390 points and the resistance at 1,414/1,423...
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Big Cap Tactical Picks
We add BTG to our Big Cap portfolio thanks to tactical factors, as well as the government's proactive crackdown on illegal swine supply.
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BETAGRO Plc. (BTG): Key Takeaways from the Analyst Meeting
Although there has been an improvement in the domestic swine price, it currently hovers just around the breakeven point for large operators, while...
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Earnings Review
BTG reported a net loss of Bt784mn in 3Q23, 7% worse than expected, as interest expenses were higher than our projection by Bt10mn and other...
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Big Cap Tactical Picks (Eng. / October 19, 2023)
We suggest selling BTG and MBK, as the stocks have fallen out of our top rankings (return: -3.86% and -4.47%, respectively).
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