ORI: Expect Flat 3Q20 Earnings but Strong Recovery in 4Q20
3Q20 ORI presales better than market expectation. We foresee presales momentum to speed up in 4Q20 through aggressive new projects launch in 4Q20.
483 Views
QH: Expect 2Q20 to Be the Bottom Quarter
With strong earnings from a equity income provide an attractive dividend yield at 6%-7%. Therefore, we maintain our BUY rating with a new target...
474 Views
ORI: Adding Source of Recurring Income from Hospitality Projects
Neutral tone on ORI after site visit at Staybridge Suites. We maintain our BUY rating with a target price of Bt10.2 based on 6.2xPE’20E, which...
467 Views
ORI: Plan to Launch Budget Condominium in 2020
Neutral tone on ORI strategy after last week analyst meeting. We maintain our BUY rating with a target price of Bt10.2 based on 6.2xPE’20E, which...
552 Views
S: Better Outlook on Its 2H19 Performance
Site visit at The ESSE at Singha Complex and The ESSE Sukhumvit 36 came out with a positive tone. We maintain BUY rating on S with a 2019 target...
503 Views