Small Cap Top Picks - Changes in Recommended List
We suggest taking profit on BAFS, M, SIS and LST (with the returns since they were added at +7.7%, +1.5%, +6.6% and +1.0%, respectively) because...
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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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Company Update: Somboon Advance Technology Plc. (SAT)
2Q21 results beat forecast, upgrade rating to Buy, SAT reversed to mark a sturdy profit in 1H21 thanks to the solid recovery of both auto and non...
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Company Update: Somboon Advance Technology Plc.
Big leap expected in 2Q21E earnings, the confirmation of positive cases of COVID-19 among employees is not significantly impacting the company’s...
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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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