Big Cap Tactical Picks
We add ICHI to the portfolio in response to the government's tourism boost measure. The firm's 2023E earnings are expected to have grown 69.4% to...
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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 CK to the portfolio to take advantage of the strength of its construction business, including both the backlog and the potential to win the...
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Big Cap Tactical Picks
We recommend selling CK as the stock has fallen out of our top rankings (return: -3.79%). We add KBANK to the portfolio in response to the...
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Big Cap Tactical Picks (Eng. / December 13, 2023)
We recommend cutting losses on AWC and CK; meanwhile, CBG has fallen out of our top rankings (return: -4.28%). We add BCP to the portfolio in...
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