DOHOME: Expect SSSG Stronger than Peers in 2H20 and 2021
We upgrade from HOLD to BUY rating with a new target price of Bt16.5 based on 33xPE’21E (Previous TP is Bt12.5), which is close to the biggest...
322 Views
CRC: Acquisition of COL Will Encourage Hardline and Omni-Channel Business
Yesterday's meeting came out positive tone. The acquisition of COL will strengthen its omni-channel business and expand its customer base to B2B...
409 Views
CRC: 3Q20 Earnings Should Recovery After Re-Opening All Department Stores
CRC reported 2Q20 net loss of Bt2.6bn compared to net profit of Bt1.3bn and Bt743m in 2Q19 and 1Q20, respectively, the worst quarter from available...
424 Views
HMPRO: 2H20 Earnings Momentum Already Priced In
Yesterday analyst meeting came out with a neutral tone. We maintain HOLD rating with a target price of Bt15, which is derived from 33xPE’21E, a 40%...
411 Views
BJC: Expected Strong Recovery in 2021
On the back of 42% earnings recovery in 2021, we maintain our BUY rating and roll over target price to Bt55 (up from previous TP of Bt43) based on...
410 Views