EPG: Expect Earnings to Remain at High Base, but Growth Is Limited
We reiterate BUY rating for EPG but trim down target price to Bt12.60, (Previous TP:14.30) derived from 21xPE’FY23E, (5-year average) or 90%...
197 Views
EPG: Expect 3QFY22 Core Earnings to Grow QoQ but Contract YoY
We expect the company to report 3QFY22 (Oct-Dec) core profit at Bt400m (+9%QoQ -12%YoY). QoQ expansion will be due to recovery for thermal...
212 Views
The Stocks to Own in ASEAN – Vol. 37
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
319 Views
EPG: Expect 2QFY22 Earnings to Came Down from a High Base
We expect the company to report 2QFY22 (July-Sep) net profit at Bt391m (-13%QoQ +27%YoY). YoY expansion will be due to recovery of automotive parts...
179 Views
The Stocks to Own in ASEAN – Vol. 36
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
298 Views