Big Cap Tactical Picks
We add CPALL to the portfolio to benefit from the expected unveiling of measures to stimulate domestic spending after the new government takes...
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Big Cap Tactical Picks
We add CK to the portfolio in response to the bright earnings outlook in 3Q23E (+49.8% QoQ and +34.3% YoY to Bt767mn) due to the realization of...
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Big Cap Tactical Picks
We suggest selling CK, as the stock has fallen out of our top rankings, and cutting losses on SJWD (return: +0.92% and -9.06%, respectively). We...
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Today's Dominant Ideas
Technically, the SET Index is expected to move sideways, with the support at 1,520/1,515 points and the resistance at 1,540/1,545 points. We...
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Big Cap Tactical Picks
We add CK to the portfolio. The market expects CK's 2Q23E net profit to have grown 73.15% YoY to Bt518.75mn, driven by growth in revenue from the...
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