Cp All - 2Q24 Earnings Growth of 37% YoY and 2% QoQ, 6% Better than Expected
KTX has shifted its rating to Outperform (from Buy) as the recent share price increase has reduced the upside to just 7% relative to our 12M FV of...
156 Views
Cp All - 2Q24E Core Profit to Grow 30% YoY but Fall 3% QoQ
KTX switches to a Buy rating (vs. Outperform previously), with a 12M FV of Bt62.17, based on the earnings yield and a required return of 4.6%,...
148 Views
Cpall - Quality Earnings; Strong Financial Position; Attractive Valuation
We initiate our coverage on CPALL with an Outperform rating (FV: Bt60.94) based on a required rate of return of 4.23%, reflecting a PER target of...
220 Views
Economic Update: Central Banks >>> FED & ECB
While the ECB decided to cut the policy interest rate for the first time in five years to mitigate economic slowdown pressures, the Fed maintained...
167 Views
Digital Wallet: Indirect Benefits to Large Operators
TX has assessed the possible impacts of the Digital Wallet (DW) scheme, taking into account consumer behavior as reflected in the inflation basket...
125 Views