COM7: Upgrade Super Cycle for IPhone Users
COM7: Upgrade super cycle for iPhone user. We maintain COM7 with HOLD rating. We have a positive tone toward Apple’s flagship smartphone model...
488 Views
Valuation Is Approaching an Expensive Zone
We downgrade COM7 with HOLD rating after rolled over 2021E target price to Bt29.30 (Previous TP: Bt24.60) derived from 25.4xPE’21E, Thai consumer...
475 Views
COM7: Temporary Store Closures Could Hit Earnings by 14% in Worst Case
We estimate 5-14% earnings impact from temporary store closures demanded by emergency decree across Thailand with the aim to prevent COVID-19...
503 Views
COM7: Potential Synergy with the Largest Mass Transit Operator in Thailand
We maintain BUY rating for COM7 and roll over our target price in 2020 to Bt27.80 derived from 27xPE’20E, Thai consumer discretionary sector. The...
597 Views
COM7: Thailand’s Biggest IT Retail Chain Is About to Get Huge
We initiate coverage of COM7 with a BUY rating, based on a target price of Bt22.10 and derived from 25.4xPE’19E, which is the Thailand average for...
654 Views