Big Cap Tactical Picks - August 4, 2022
Yesterday, our Big Cap portfolio generated a return of +0.33% vs. the SET Index’s return of +0.35%. The share prices of stocks under the reopening...
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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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Minor International - In-Line 2Q25 Earnings
This interest expense trend is expected to continue in 3Q25E following additional loan repayments made in July, in line with the company’s long-...
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Minor International - Weaker Euro to Offset Strong 2Q25E Operational Performance in Europe
We have a negative view on 2Q25E core profit growth, which is now expected to expand at a slower pace YoY than previously estimated.
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