Big Cap Tactical Picks (August 16, 2022)
We recommend selling to take profit on EA (with the return since it was first added at +2.07%) and cutting losses on MAJOR, as the return has...
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2020E Earnings Likely to Fall by 14% YoY Due to Expected Narrower Margin
The piling business is likely to face more intense competition due to delays of state and private projects, which will put the firm's margin under...
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BCH: 2Q20 Earnings Should Be the Bottom Quarter
Yesterday analyst meeting came out with a neutral tone. We expect 2Q20 earnings to be the bottom quarter, given full quarter impact from COVID-19...
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BCH: Positive Sentiment from New Rate Adjustment for SSO Patients
Yesterday's analyst meeting came out with a positive tone. We maintain our BUY rating with a target price of Bt21.0 based on DCF on the back of...
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BCH: Private Chain Hospital with High Sustainable Growth
We initiate coverage on BCH with a BUY rating, based on a target price of Bt21, which is derived from a DCF methodology (WACC 6.8% and terminal...
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