Big Cap Tactical Picks
We re-add BH to our portfolio, as the firm is expected to demonstrate two-year earnings growth at a 6.1% CAGR, meeting one of our criteria for...
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Big Cap Tactical Picks (Eng. / July 19, 2023)
We recommend selling BH, as the stock has fallen out of our top rankings (return: 2.32%). We also add HANA to the portfolio thanks to the...
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Today's Dominant Ideas
The SET Index is expected to move sideways up, with the resistance at 1,610/1,620 points and the support at 1,600/1,590 points, and its ability to...
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Krungthai XSpring Zoom Eng. December 28, 2022
The SET Index is expected to move sideways up, with the resistance at 1,651/1,660 points and the support at 1,638/1,630 points. Thailand ranks as...
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Big Cap Tactical Picks
Yesterday, our Big Cap portfolio generated a return of -0.69%, vs. the SET Index's return of -0.31%, dragged down by the health care sector (BH at...
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