Special Report: FMS Still Favors Equities but More Diversified
Bank of America’s Global Fund Manager Survey for March maintained a bullish stance on equity investment, with a consistent increase in the...
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Monthly Report: March 2024 - Recommended Stocks in March
Positive factors include the continued buying of equities by foreign investors given that the SET remains a laggard and a good safe haven after...
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Economic Update – Exports & Imports
This robust performance contrasts with December 2023's growth of 4.7% YoY and the NESDC’s export growth projection for this year at 2.9%.
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SAPPE TB - Strong Sales and Earnings Momentum in 2Q23E
Earnings are forecast to grow by 75% YoY and 6% QoQ in 2Q23E and then hit new highs in 3Q23E due to the peak sales season for overseas markets.
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SAPPE TB - Strong Earnings Momentum; Earnings Forecasts and Rating Revised Up
KTX has revised up our 2023-25E earnings projections by 39-48% to reflect the fact that the 1Q23 earnings significantly beat our forecast.
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