BJC : School Reopening Drove 2Q22 Earnings
Upgrade our recommendation for BJC form HOLD to BUY with a target price of Bt40. BJC’s 2Q22 net profit came in at Bt1.2bn(+46%YoY,-4%QoQ),higher...
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The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
296 Views
SET50 Index Rebalance Preview: Two High Probability Changes; One Low
We see 2 high probability changes and 1 low probability change at the June review of the SET50 Index. JMT, JMART & BJC could replace STGT, RATCH &...
499 Views
BJC: Gaining Market Share on Modern Retail Business
Yesterday analyst meeting came out with slightly positive tone. However, weak short-term performance from rising energy cost and lower consumer...
235 Views
The Week That Was in ASEAN@Smartkarma - Indonesia & CPO, ROTI, and Siam Cement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
270 Views