Commerce _Home Improvement - MARCH 11, 2025
We assign a Neutral investment weighting to the sector and maintain DOHOME (Buy; FV: Bt9.35) as our top pick, supported by positive SSSG in 1Q25TD QoQ
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Commerce: Easy E-Receipt 2.0 to Pose Most Upside to CPALL
The Easy E-Receipt 2.0 tax deduction measure, to be implemented from January 16 to February 28, is expected to generate Bt70bn in cash flow and...
243 Views
Commerce: Home Improvement - NOVEMBER 28, 2024
With improved 4Q24 QTD SSSG momentum both YoY and QoQ, driven by demand for repairs post-flood, increased purchasing power from government economic...
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Dohome - 4Q24E Earnings to Recover QoQ; 2-Year Earnings to Grow Notably
Technically, the tactical view remains neutral, as the stock price has fallen by 18% YTD, likely reflecting the negative same-store sales growth...
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Dohome - 3Q24 Earnings Declined YoY and QoQ
The valuation metrics suggest that the stock appears attractive for buying based on the current fundamentals, with upside of 12% from the fair...
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