HMPRO: Expect 4Q21 Earnings to Be the Highest of This Year
We maintain BUY rating for HMPRO with a target price to Bt16.10, derived from 35xPE’22E, or implying 40% premium to Thai Consumer Discretionary.
126 Views
SET50 December Index Rebalance: AWC, BANPU, TIDLOR Added; BJC, DELTA, STA Out
There are 3 changes to the SET50 index at the December rebalance. AWC, BANPU and TIDLOR will replace BJC, DELTA and STA. AWC is a 'surprise' and...
520 Views
Berli Jucker (BJC TB) - Canned Recovery in Motion
Berli Jucker (BJC TTB) is on the cusp of a strong recovery going into 4Q2021, and even more so in 2021, mainly driven by its retail and packaging...
360 Views
HMPRO: Expect 4Q21 Earnings to Improve QoQ
Yesterday analyst meeting came out with a slightly positive tone. We maintain BUY rating with a target price of Bt16.10, which is derived from...
81 Views
HMPRO: Expect 3Q21 Earnings to Be Bottom of This Year
We maintain BUY rating for HMPRO and roll over target price to Bt16.10 (+7% from Previous TP), derived from 33xPE’22E, or implying 40% premium to...
167 Views