ILM: Expect 4Q20 Earnings Improve Both YoY and QoQ
We reiterate our BUY rating but lower our target price as we downgrade our earnings forecasts and our target price by 18% to Bt18 (Previous TP of...
402 Views
Snippets #47: Pa Daeng's Trades, Battle for CAT's 5G Network
Country Group gets busy: Selling power, buying hotels, issuing warrants, while AIS and the other two telcos duke it out to supply towers to CAT's...
560 Views
ILM: King of Home Furnishing Retailers in Thailand
We initiate coverage of ILM with a BUY rating, based on a target price of Bt22.0, which is derived from 15xPE’21E, close to its average trading...
415 Views
ILM: Leading Home Furnisher Expands Gross Margin Further
We change our recommendation on ILM to HOLD from BUY based on a target price of Bt15.50, implying an upside of 10%. The share price has performed...
353 Views
DOHOME: Solid SSSG Drove 3Q20 Earnings to Grow YoY
We expect 4Q20 earnings performance to grow YoY, but flat QoQ driven by government stimulus scheme and improving margin from higher retail sales...
420 Views