Big Cap Update - COM7 Plc. (COM7)
The earnings growth should be bolstered by expected sales growth of 18% YoY, driven by surging iPhone demand after the restocking in late 2022 to...
399 Views
Exports & Imports - Thai Exports in December Contracted by 14.6% YoY
Thai exports are likely to continue contracting in 2023E amid the economic slowdowns in key trading partners, namely the US and Europe, which are...
361 Views
COM7 : 3Q22 Earnings Beat Our Forecast
We maintain our BUY rating and maintaion TP at Bt45.00 based on 35.6xPE’1H23E (+0.5S.D. of 5-year trading history). 3Q22 core earnings was 7% above...
270 Views
COM7 : Continued Strong Demand Post-Covid
We maintain BUY with TP of Bt45.00 based on 35.6xPE’1H23E (0.5S.D. of 5-year trading history). Analyst meeting came out with positive tone on the...
155 Views
COM7 : Low 2Q22 but Bright Long-Term Outlook
We upgrade our rating to BUY while rolling-over and raising our TP to Bt45.00 (up 16% from previous TP) based on 35.6xPE’1H23E (0.5S.D. of 5-year...
154 Views