Big Cap Tactical Picks - August 4, 2022
Yesterday, our Big Cap portfolio generated a return of +0.33% vs. the SET Index’s return of +0.35%. The share prices of stocks under the reopening...
107 Views
Big Cap Tactical Picks - Aug 3, 2022
MEGA’s share price has rebounded by more than 5% over the past two weeks on the market’s expectations for a limited impact from Myanmar’s government
173 Views
Big Cap Tactical Picks - Highlights of the Day
We recommend selling KKP (with the return since it was added to the portfolio at 0.7%) after we added it for just one day, as the stock has fallen...
180 Views
Company Update: Airports of Thailand Plc. (AOT)
Still struggling due to the pandemic, AOT continued to report weak earnings results QoQ in 3QFY20/21 owing in part to the new round of the pandemic.
129 Views