ERW : Expect Turnaround in 4Q22, but Has Mostly Priced In
We downgrade ERW to HOLD while cut target price to Bt4.20. (Previous TP: 4.60) after earnings downgrade in 22-23E chiefly from rising cost...
259 Views
Special Report: Global Fund Manager Survey
We maintain our recommendation for stocks under the reopening theme that should benefit from the peak seasons for spending and tourism
262 Views
SET50 Index Rebalance Preview: Three Potential Changes in December
There could be 3 changes to the SET50 at the December rebalance. One is a high probability change while two others are potential adds/deletes. Some...
624 Views
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
346 Views
ERW : EBITDA Turned Positive in 2Q22 Supported by Solid Recovery in All
Maintain BUY rating for ERW while roll over target price to Bt4.60. (Previous TP: 4.20) 2Q22 net loss at Bt139m was in-line with market estimate...
248 Views