Yim CGS-CIMB

Hana u/g, OSP unexciting but cheap. Amata (+) from Amatav.

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Morning brief 21 Feb

Results & Update Makro, TU, PSH, BTS

02-21
06:07

Udates: TVO, Jmart Jmt Singer Anan

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05-20
06:04

SET target cut to 1750. STEC/CK/RAM/SPA results. ORI update.

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05-18
16:07

SET navigator 2022: focusing earning visibility over recovery

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11-25
05:19

Key msg from PTT KTC and CK.

We like PTT CK bur KTC

11-24
07:55

TRUE+ Dtac merged co valued br3.18/shr, Petro : ethlene headwinds, pttgc erosion olefin cost

👍🏻👍🏻👍🏻

11-23
06:15

RAM (Add tp bt48.80) initiation. TRUE+ DTAC merging annouced. MINT Europe hotel rev is key.

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11-22
10:30

Msci rebal (-) big caps but vaccine register start to cushion. BCH raised tp 19.7, rev peaked out.

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05-27
06:16

Set index end 2021 revised down fr 1640 to 1690. Hana (+). BJC (slow recovery). CK (ug tp to nt22.5)

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05-24
05:23

Siri u/g to Hold, tp tobt1.15. CHG U/g tp to br3.7

Chg อาจขึ้นต่อ แต่ good to sell in strength. Siri ควรลงต่อ too much priced in new pjs.

05-21
05:02

China tame raw mat px, Mint :uneven recivery, TVo ug tp 43, cpnreit dg to hold, yield 7.5%

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05-20
05:56

SET (+) CK (+) new backlog, mint(-) NH struggling, Siri (pricing in XPG), Hana(+), telco prefer Ais

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05-19
08:06

Hana u/g, OSP unexcitibg near term, Amata (+) fr Amatav figures.

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03-17
08:19
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