BIG CAP Tactical Picks
RBF has been re-added to our portfolio as the last-ranked stock, underpinned by the expectation of strong 4Q23E earnings growth (+61.0% YoY to...
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Big Cap Tactical Picks (Eng. / February 8, 2024)
BCP has been re-added to our portfolio on the back of tactical reasons related to sustained high oil prices. Conversely, we recommend selling RBF...
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Big Cap Tactical Picks
We add stocks with strong earnings growth estimates in the final quarter of 2023E, including i) AOT (with the consensus earnings estimate of...
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Keep a Close Watch on US Employment Data
Technically, the SET Index is expected to move sideways, with the resistance at 1,375/1,380 points and the support at 1,357/1,352 points. The...
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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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