COM7: Net Profit to Bottom Out in 3Q21
We expect 3Q21 net profit of Bt391mn (+6%YoY, -33%QoQ), the lowest of this year due to a lack of new key product releases.
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The Stocks to Own in ASEAN – Vol. 36
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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The Stocks to Own in Asia – Vol. 34
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
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The Stocks to Own in ASEAN – Vol. 35
Since its inception, our FVMR ASEAN Strategy has generated a before-fee total return of 149% versus MSCI ASEAN’s 22%. Since the last rebalancing,...
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The Stocks to Own in Thailand – Vol. 33
Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...
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