The Stocks to Own in Thailand – Vol. 34
Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or...
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EPG: Expect Earnings to Expand QoQ and YoY in 1QFY22
We reiterate EPG with a BUY rating and a target price of Bt15.0, derived from 30xPE’FY22E, (+2 S.D. 5-year average) or 60% premium to Thai...
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3Q21 Road Show
CGS's roadshow : Performance review of CGS ‘s stock picks, CGS Strategy, Our stock picks for 3Q21, Power sector outlook 3Q21
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EPG: Three Engines Are Back on Growth Track
We anticipate revenue in auto parts segment in FY2022 to grow by 13%YoY to Bt5.0bn, the level last time seen in FY2019. The growth will be...
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The Stocks to Own in Thailand – Vol. 33
Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...
324 Views