Big Cap Tactical Picks - Aug 3, 2022
MEGA’s share price has rebounded by more than 5% over the past two weeks on the market’s expectations for a limited impact from Myanmar’s government
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Big Cap Tactical Picks - Highlights of the Day
We recommend selling KKP (with the return since it was added to the portfolio at 0.7%) after we added it for just one day, as the stock has fallen...
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EA: Awaiting EV & ESS Business Profit
Last week analyst meeting came out in a neutral tone. We maintain the HOLD rating due to demanding valuation. Our target price of Bt80.0, is...
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EA: The EV-ESS Chain All Set to Outperform
Yesterday analyst meeting come out in a positive tone. EA kick started the EV business in 3Q21 and booked sales of 77 E-buses. We see the growing...
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EA: EV-ESS Business to Kick Start in 3Q21
Yesterday analyst meeting come out in a positive tone. The 1.0GWh ESS plant is scheduled to commence operation in 3Q21. The company also plan to...
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