SAPPE: Expect 3Q21 Earnings to Reach the 4-Year High
We expect SAPPE to report 3Q21 net profit of Bt137m (+4%YoY, +8%QoQ) driven by export seasons for international markets.
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SAPPE: Expect 2Q21 Earnings to Grow YoY and QoQ
We expect SAPPE to report 2Q21 net profit of Bt111m (+34%YoY, +28%QoQ) supported by entering the high season period. We maintain BUY rating with a...
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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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SAPPE: Better Performance in Both Domestic and International
Yesterday's analyst meeting came out with a positive tone, both from new product launch plans and hemp product that has potential in the future.
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The Stocks to Own in Thailand – Vol. 32
A. Stotz Thai Portfolio: We highlight 14 stocks in Thailand that look interesting to us based upon our FVMR Methodology.
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