EGCO: 3Q20 Core Profit Grew from Overseas Contribution
We maintain the BUY recommendation while revise down the target price to Bt278 (from previous Bt308) to reflect the earnings revision.
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The Week that Was in ASEAN@Smartkarma - Ace Hardwear, Thai Macro, and Indonesian Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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EGCO: Positive 2H20 Earnings Outlook from Better Overseas Performance
Yesterday analyst meeting came out in a positive tone. We maintain our BUY recommendation with a target price of Bt308 derived from DCF methodology...
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The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
484 Views
EGCO: 2Q20 Earnings to Be Pressured by Lower Overseas Contribution
Yesterday analyst meeting came out in a neutral tone. Expect 2Q20E earnings to be slightly pressured by lower overseas performance offsetting the...
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