InnovestX High Conviction
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) |
FOLLOW US
SCB's Facbook INVX's Twitter