CBG: Trading on High Valuation Zone
We maintain our BUY rating and roll over our target price to Bt141 based on 35xPE’21E (Previous TP is Bt110), the average of the Thailand energy...
526 Views
Osotspa Placement - Resilient Business but Founding Family Is Selling
The Osathanugrah family, specifically Petch Osathanugrah, Puree Osathanugrah, Purat Osathanugrah and Orizon Limited, are looking to sell their...
1.2k Views
Berli Jucker (BJC TB) - Calm After the Storm
Leading Thai consumer company Berli Jucker (BJC TB) had a reasonable start to the year but COVID-19 has taken its toll in 2Q2020, with lockdown...
509 Views
CBG: C+ LOCK Would Be a New S-Curve
Last week analyst meeting came out with a positive tone. We maintain BUY rating with a target price of Bt110 based on 33xPE’20E, close to the Thai...
266 Views
CBG: The Best Pick Amid COVID-19 Outbreak
We upgrade from HOLD to BUY rating with a new target price of Bt110 based on 33xPE’20E (Previous TP is Bt89), close to the average of the Thailand...
454 Views