Automotive: Time to Downgrade to Neutral as Future Risks Mount – Neutral
Since upgrading the auto sector to Overweight in March, share prices across our coverage have rallied 12%-30%, leaving valuations increasingly...
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Small Cap Top Picks - August 8, 2022
We recommend buying M to speculate on the expected strong recovery of its 2Q22E earnings following the reopening of the country.
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Small Cap Top Picks - August 5, 2022
We recommend selling to take profit on AMANAH and TOG (with the returns since they were added at +7.88% and +13.60%, respectively), as they have...
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Small Cap Top Picks - August 4, 2022
The stocks in our portfolio whose share prices gained notably yesterday were TK (+2.02%), DOD (+1.94%), WICE (+0.84%) and TOG (+0.63%).
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Small Cap Top Picks - August 3, 2022
Most stocks in the portfolio declined in line with the market’s movement after the index was unable to surpass the resistance at 1,600 points.
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