Big Cap Tactical Picks
We add CK to the portfolio thanks to the strength of its construction services business, driven by both its backlog and the potential to gain more...
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Big Cap Tactical Picks
We recommend buying CBG and CENTEL in response to the government's promotion of Thailand as a tourism hub, as well as TIDLOR thanks to the end of...
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Krungthai XSpring Zoom Eng.
Technically, the SET Index is likely to weaken, with the support at 1,373/1,366 points (the year's low) and the resistance at 1,385/1,391 points...
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Today's Dominant Ideas
The consensus anticipates a modest improvement in the profits of industrial companies, with growth forecast at -8% YoY, compared to September's...
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BIG CAP Tactical Picks (Eng. / November 17, 2023)
We recommend buying CK. The consensus estimate calls for earnings growth of 41.63% YoY to Bt1.56bn in 2023E, driven by both growth in the...
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