The Stocks to Own in Thailand – Vol. 36
We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology. Portfolio changes: Three stocks remain, 11 new join...
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SIS: New Business Segments Will Drive Growth In Earnings and Price
Maintain BUY rating with a new TP of Bt50 (+10% from last TP) based on 19.7xPE’22 (+2.5 SD historical 5-Year PE) due to positive prospects from new...
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SIS: Cloud and Enterprise Segment to Drive 2022-2023 Growth
Yesterday’s analyst meeting came with positive tone regarding growth in the Enterprise (Value added) and cloud segments.
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The Stocks to Own in Thailand – Vol. 35
Our research team constantly reviews the Thai market to try to find interesting ideas based upon Fundamentals or Valuation or Momentum or Risk or...
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SIS: Expect 3Q21 Core Profit to Rise
We expect 3Q21 core profit to rise QoQ (+22%YoY, +6%QoQ), driven by growth in high-margin segments despite slight revenue decline.
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