Research 

Thailand Daily

Sector Media

Research Date: 
16 Sep 2016
ไฮไลท์/Highlight: 
3Q16 results preview: Earnings of most firms may not be exciting.

Update Bangkok Chain Hospital

Research Date: 
15 Sep 2016
ไฮไลท์/Highlight: 
Earnings growth to continue; valuation remains cheap.

Strategy Valuation Screening

Research Date: 
14 Sep 2016
ไฮไลท์/Highlight: 
Stocks that are trading at distressed valuations.

Strategy Running On Empty

Research Date: 
12 Sep 2016
ไฮไลท์/Highlight: 
MSCI China is now trading at a stretched 12M forward PE of 12.3x. We rather not chase the economic recovery trade, and prefer laggard sectors, dividend plays and beneficiaries of further policy easing.

Update Khon Kaen Sugar Industry

Research Date: 
09 Sep 2016
ไฮไลท์/Highlight: 
3QFY16 earnings may be relatively flat qoq and may drop yoy.

Sector Banking

Research Date: 
08 Sep 2016
ไฮไลท์/Highlight: 
Earnings on the path to recovery while asset quality shows signs of improvement. Upgrade to OVERWEIGHT.

Update Delta Electronics

Research Date: 
07 Sep 2016
ไฮไลท์/Highlight: 
Negatives far outweigh positives.

Strategy Alpha Picks: Domestic Cyclical Play

Research Date: 
06 Sep 2016
ไฮไลท์/Highlight: 
We highlight our analysts’ five high conviction calls for September including AP, CPF, CK, ERW and MAJOR.

Update Samart Corp

Research Date: 
05 Sep 2016
ไฮไลท์/Highlight: 
Moving ahead to next year.

Update Hana Microelectronics

Research Date: 
02 Sep 2016
ไฮไลท์/Highlight: 
Hanging by a thread.