2020 Earnings Below Forecast
CPW's 2020 results missed our expectation on a weak top line and GPM thanks to the adverse impact of the pandemic. We revise down the 2021-2022E...
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Play On Yield
INTUCH's 2020 earnings were in line with the expectations. INTUCH reported a net profit of Bt11.0bn in 2020, in line with our forecast and the...
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Net Profit to Turn Around QoQ in 4Q20E - Hold
PLANB's share price increased 21% in the previous three months thanks to the ad industry's improvement, which is likely to fuel a big earnings...
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GFPT Plc. (GFPT) Agribusiness
We have GFPT as our top pick for 2021E as the share price implies 13% upside to our target price of Bt16.00/share (vs. 15x PER). The 2021E core...
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Attractive Yield Play
We keep a Buy rating on AIT based on its very attractive dividend yield, estimated at 8% for the 2H2OE performance. AIT revealed that its backlog...
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