Minor International - In-Line 3Q24 NP; 4Q24E Earnings to Decline QoQ on Seasonality
We maintain an Outperform rating, viewing the stock as fundamentally attractive with upside of 28% compared to the fair value (FV) of Bt33.50,...
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The Week That Was in ASEAN@Smartkarma - Bank Rakyat's Turn, Sido Muncul, and BFI Finance Indonesia
The past week saw insights on Bank Rakyat Indonesia (BBRI IJ), Sido Muncul (SIDO IJ), BFI Finance Indonesia (BFIN IJ), Sheng Siong (SSG SP), and...
535 Views
Minor International - 2024E Earnings Already Peaked for the Year
We have downgraded our rating to Outperform (previously Buy) due to a more negative outlook on the long-term earnings growth prospects.
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Monthly Report: October 2024
KTX expects the index to move in a sideways up pattern, with resistance at 1,472/1,494 points and support at 1,423/1,405 points.
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Special Report: The Bigger the Fed Rate Cut, the Better for Cyclicals - SEPTEMBER 24, 2024
We expect that the Bank of America (BofA) Global Fund Manager Survey results for October will shift positively toward equities compared to the...
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