The Stocks to Own in Thailand – Vol. 34
Our research team constantly reviews the Thai market to try to find interesting ideas base upon Fundamentals or Valuation or Momentum or Risk or...
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Earnings Review: Precious Shipping Plc.
PSL’s earnings in 2Q21 were in line with our expectation thanks to the resumption of the TC rate, and we anticipate further improvement in 3Q21E
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PSL: Expect Core Earnings to Hit Another Decade High in 2Q21
We expect PSL to report 2Q21 core profit at Bt598m (+60%QoQ, recovery from a loss in 2Q20), the highest level in more than decade.
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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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PSL: Anticipate Demand for Seaborne Trade to Slow Down in 2Q21
We downgrade PSL with SELL rating as we expect dry bulk freight rates to drop in mid 2Q21 from a high base reported in 1Q21 while anticipating the...
355 Views