Small Cap Top Picks - August 3, 2022
Most stocks in the portfolio declined in line with the market’s movement after the index was unable to surpass the resistance at 1,600 points.
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Small Cap Top Picks - Changes in Recommended List
We suggest taking profit on BAFS, M, SIS and LST (with the returns since they were added at +7.7%, +1.5%, +6.6% and +1.0%, respectively) because...
435 Views
Commerce: Year of the “True Players”: CPALL and MOSHI, with 2-Year Earnings CAGR of 10–16%
Retail and wholesale businesses in 1H26 are expected to remain cautious, likely bottoming in 1Q before beginning to recover in 2Q, amid ongoing...
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Dohome - 2Q25 Profit Declined Both YoY and QoQ...
We maintain our 2025E profit forecast, which reflects a 14% YoY decline, and expect core profit to remain flat over the next three years.
299 Views
Dohome - 2Q25E Earnings to Fall YoY and QoQ; 3Q the Low Season
Core profit in 2Q25E is expected to decline by 27% YoY and 43% QoQ, pressured by weaker SSSG and a higher operating expenses-to-sales ratio...
283 Views