Big Cap Tactical Picks (Eng. / February 1, 2024)
We add the following two stocks: i) INTUCH in response to the recovery of ADVANC's earnings, as well as the expected dividend yield of 2.1% for...
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Big Cap Tactical Picks (Eng. / January 30, 2024)
We add MOSHI to the portfolio as its 4Q23E net profit is expected to grow 70.7% QoQ and 17.4% YoY to Bt139mn; SJWD is another new addition, with...
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Big Cap Tactical Picks (Eng. / January 29, 2024)
We add ADVANC to the portfolio in response to the easing of competition in the mobile business (the consensus projects 4Q23E earnings growth of...
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ITV's Contractual Obligation Discharged
The Supreme Administrative Court yesterday delivered a final verdict, dismissing the petition from the Prime Minister's Office (PMO) Secretariat...
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Today's Dominant Ideas
Technically, the SET Index is expected to move sideways, with the support at 1,384/1,380 points and the resistance at 1,398/1,406 points, as a...
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