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22/04/2024
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High conviction: GFPT – "Sector’s best YoY growth in 1Q24F" – Outperform (TP Bt15.50)
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10/04/2024
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High conviction: SCGP – "1Q24 to see improvement QoQ & YoY" – Outperform (TP Bt40)
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09/04/2024
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High conviction: CPALL – "Sector’s best growth YoY in 1Q24F" – Outperform (TP Bt75)
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05/04/2024
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High conviction: TRUE – "Don’t take 1Q24F results wrongly!" – Outperform (TP Bt8.50)
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02/04/2024
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High conviction: AOT – "More passengers = higher earnings" – Outperform (TP Bt80)
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01/04/2024
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High conviction: TU – "Overdone drop in share price" – Outperform (TP Bt18)
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28/03/2024
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High conviction: ERW – "Falling share price offers buying opportunity" – Outperform (TP Bt6)
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25/03/2024
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High conviction: KTB – "Gradual recovery, cheap valuation, low risk" – Outperform (TP Bt22)
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13/03/2024
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High conviction: SCGP – "Clear signs of recovery" – Outperform (TP Bt40)
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08/03/2024
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High conviction: BCP – "Best is yet to come" – Outperform (TP Bt51)
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06/03/2024
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High conviction: BEM – "Smooth ride down the road" – Outperform (TP Bt9)
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04/03/2024
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High conviction: CRC – "Sector laggard with catalysts lined up" – Outperform (TP Bt44)
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29/02/2024
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High conviction: BTG – "4Q23: In line, turnaround ahead" – Upgrade to Outperform (TP Bt27)
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27/02/2024
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High conviction: TRUE – "A paradigm shift" – Upgrade Outperform (TP Bt8.50)
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27/02/2024
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High conviction: CPALL – "4Q23: beat estimates; solid growth ahead" – Outperform (TP Bt75)
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22/02/2024
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High conviction:
BDMS – "4Q23 beat, solid outlook, good valuation" – Outperform (TP Bt35)
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15/02/2024
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High conviction: CPAXT – "4Q23: Beat estimates, next catalysts lined up" – Outperform (TP Bt35)
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15/02/2024
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High conviction: BBL – "Valuation cheap, rate cuts already priced in" – Outperform (TP Bt185)
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12/01/2024
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High conviction: CPALL – "Top sector growth in 4Q23F" – Outperform (TP Bt74)
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