EA: ESS Plant COD and EV Car Sales Delayed to 2021
We expect the delay of EA 1GWh ESS plant COD and EV-Car sales from 4Q20 to 1Q20 could pressure the stock performance in short-term. Thus recommend...
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EA: One of the Prime Beneficiary of Global EV Boom
We initiate coverage of EA with a BUY rating, based on a 2021E target price of Bt51, which is derived from a sum-of-the-parts (SOTP) methodology....
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SET50 Index Rebalance Preview - Better Early Than Late
The Stock Exchange of Thailand (SET) will announce the results of the semi-annual review of the SET50 index in December and the changes will be...
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Oil Prices Are Up. Which Stock Benefits?
Oil prices shot back up to US$60/bbl levels in 2019. 'Experts' claim it has to do with lower US inventories, but we believe the truth is murkier...
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