InnovestX High Conviction

16/07/2024 High conviction: BTG – "Earnings up to the black and still rising" – Outperform (TP Bt28)
15/07/2024 High conviction: ADVANC – "Pulse is strong" – Outperform (TP Bt260)
09/07/2024 High conviction: CPALL – "Backed by solid growth, digital wallet progress" – Outperform (TP Bt77)
08/07/2024 High conviction: PTTEP – "Not keeping up with the rise in oil price" – Outperform (TP Bt204)
08/07/2024 High conviction: CPF – "Earnings to hit two-year high and still rising" – Outperform (TP Bt28)
04/07/2024 High conviction: KCE – "Laggard, but strong earnings recovery" – Outperform (TP Bt55)
01/07/2024 High conviction: TRUE – "Ascending to higher altitudes" – Outperform (TP Bt10)
13/06/2024 High conviction: BEM – "The first wave of wins" – Outperform (TP Bt10.50)
06/06/2024 High conviction: GULF – "Positive catalysts and attractive valuation" – Outperform (TP Bt63)
04/06/2024 High conviction: BCH – "Clear growth ahead, negative priced in" – Outperform (TP Bt25)
23/05/2024 High conviction: PTTGC – "China’s stimulus to trigger interest" – Upgrade to Outperform (TP Bt48)
17/05/2024 High conviction: OSP – "1H24 looking excellent" – Outperform (TP Bt29)
14/05/2024 High conviction: CPF – "Earnings turnaround to continue" – Upgrade to Outperform (TP Bt26)
13/05/2024 High conviction: CPALL – "1Q24: Beat estimates; strong growth ahead" – Outperform (TP Bt77)
10/05/2024 High conviction: GFPT – "Robust growth to continue" – Outperform (TP Bt16)
08/05/2024 High conviction: BBL – "Cheap valuation, better loan growth, NIM upside" – Outperform (TP Bt180)
07/05/2024 High conviction: TRUE – "Finally turning around!" – Outperform (TP Bt10)
02/05/2024 High conviction: ADVANC – "The light is turning green!" – Upgrade to Outperform (TP Bt260)
30/04/2024 High conviction: KTB – "Upside risk on NIM and credit cost" – Outperform (TP Bt22)
30/04/2024 High conviction: MINT – "Preview 1Q24F: The year’s low point" – Outperform (TP Bt44)
26/04/2024 High conviction: ฺBEM – "Positive catalysts may come sooner" – Outperform (TP Bt9)
22/04/2024 High conviction: GFPT – "Sector’s best YoY growth in 1Q24F" – Outperform (TP Bt15.50)
10/04/2024 High conviction: SCGP – "1Q24 to see improvement QoQ & YoY" – Outperform (TP Bt40)
09/04/2024 High conviction: CPALL – "Sector’s best growth YoY in 1Q24F" – Outperform (TP Bt75)
05/04/2024 High conviction: TRUE – "Don’t take 1Q24F results wrongly!" – Outperform (TP Bt8.50)
02/04/2024 High conviction: AOT – "More passengers = higher earnings" – Outperform (TP Bt80)
01/04/2024 High conviction: TU – "Overdone drop in share price" – Outperform (TP Bt18)
28/03/2024 High conviction: ERW – "Falling share price offers buying opportunity" – Outperform (TP Bt6)
25/03/2024 High conviction: KTB – "Gradual recovery, cheap valuation, low risk" – Outperform (TP Bt22)
13/03/2024 High conviction: SCGP – "Clear signs of recovery" – Outperform (TP Bt40)
08/03/2024 High conviction: BCP – "Best is yet to come" – Outperform (TP Bt51)
06/03/2024 High conviction: BEM – "Smooth ride down the road" – Outperform (TP Bt9)
04/03/2024 High conviction: CRC – "Sector laggard with catalysts lined up" – Outperform (TP Bt44)
29/02/2024 High conviction: BTG – "4Q23: In line, turnaround ahead" – Upgrade to Outperform (TP Bt27)
27/02/2024 High conviction: TRUE – "A paradigm shift" – Upgrade Outperform (TP Bt8.50)
27/02/2024 High conviction: CPALL – "4Q23: beat estimates; solid growth ahead" – Outperform (TP Bt75)
22/02/2024 High conviction: BDMS – "4Q23 beat, solid outlook, good valuation" – Outperform (TP Bt35)
15/02/2024 High conviction: CPAXT – "4Q23: Beat estimates, next catalysts lined up" – Outperform (TP Bt35)
15/02/2024 High conviction: BBL – "Valuation cheap, rate cuts already priced in" – Outperform (TP Bt185)
12/01/2024 High conviction: CPALL – "Top sector growth in 4Q23F" – Outperform (TP Bt74)