SAPPE: MOGU MOGU Boost Earnings Momentum in 2022-24
We reiterate our BUY rating for SAPPE with a target price of Bt32.0 based on 22xPE’22E, close to its five-years average trading range and average...
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SAPPE: Strategic Partner Will Unlock Growth Opportunities in 2022
Yesterday analyst meeting came out with a positive tone, both from new products launch plan and new strategic partner for entering Data Driven...
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SAPPE: Expect 3Q21 Earnings to Reach the 4-Year High
We expect SAPPE to report 3Q21 net profit of Bt137m (+4%YoY, +8%QoQ) driven by export seasons for international markets.
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SAPPE: Expect 2Q21 Earnings to Grow YoY and QoQ
We expect SAPPE to report 2Q21 net profit of Bt111m (+34%YoY, +28%QoQ) supported by entering the high season period. We maintain BUY rating with a...
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The Stocks to Own in Thailand – Vol. 33
Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...
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