To move sideways on uncertainties over Ukraine’s situation
|
|
Market outlook & strategy
|
| The SET is likely to move sideways with lower bound at 1,660-1,670 and upper bound at 1,695-1,705 as investors are monitoring developments in the Russian invasion of Ukraine and Biden’s State of the Union Address on Tuesday. Of particular interest is the US stance on Russia’s invasion of Ukraine. Tactically, buy selectively or speculate cautiously. For the core portfolio, now would be a good time to take a break. |
|
|
|
|
SCBS data book
|
|
SCBS Data book
– A look back at Feb and ahead to Mar |
| |
|
Company analysis
|
|
AH
– 4Q21: Below estimates on high SG&A, taxes – Outperform
|
|
BAM
– Better outlook priced in – Neutral
|
|
BLA
– Improving margin ahead – Outperform
|
|
CPF
– 4Q21: Missed on gross margin – Outperform
|
|
IVL
– 4Q21: Profit hurt by high energy cost – Outperform
|
|
SAWAD
– 4Q21: In line – Neutral
|
|
|
|
|
| |
| |
| |
FOLLOW US
SCB's Facbook INVX's Twitter