BJC : A Recovery in BigC Performance Drove 3Q22 Earnings
Maintain BUY recommendation for BJC with a target price of Bt40. BJC’s 3Q22 core profit came in at Bt890m (+196%YoY, -23%QoQ), lower than our...
281 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Matahari Department Store, and BliBli.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
196 Views
Thailand SET50 Quiddity Leaderboard Dec 22: BJC Is the Most Interesting Name
I expect RATCH to replace DTAC in the SET 50 index prior to the December Rebalance. DELTA, BJC, and COM7 could be added and KCE, BLA, and SAWAD...
288 Views
Berli Jucker (BJC TB) - Well-Packaged Recovery Proxy
Berli Jucker remains a top proxy for the recovery in domestic consumption in both Thailand and Vietnam through its packaging plus for the retail...
216 Views
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...
228 Views