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Yim CGS-CIMBMorning brief 21 FebResults & Update Makro, TU, PSH, BTS2023-02-2106 minYim CGS-CIMBUdates: TVO, Jmart Jmt Singer Anan❤️❤️❤️2022-05-2006 minYim CGS-CIMBSET target cut to 1750. STEC/CK/RAM/SPA results. ORI update.❤️❤️❤️2022-05-1816 minYim CGS-CIMBSET navigator 2022: focusing earning visibility over recovery❤️❤️❤️2021-11-2505 minYim CGS-CIMBKey msg from PTT KTC and CK.We like PTT CK bur KTC2021-11-2407 minYim CGS-CIMBTRUE+ Dtac merged co valued br3.18/shr, Petro : ethlene headwinds, pttgc erosion olefin cost👍🏻👍🏻👍🏻2021-11-2306 minYim CGS-CIMBRAM (Add tp bt48.80) initiation. TRUE+ DTAC merging annouced. MINT Europe hotel rev is key.❤️❤️❤️2021-11-2210 minYim CGS-CIMBMsci rebal (-) big caps but vaccine register start to cushion. BCH raised tp 19.7, rev peaked out.❤️❤️❤️2021-05-2706 minYim CGS-CIMBSet index end 2021 revised down fr 1640 to 1690. Hana (+). BJC (slow recovery). CK (ug tp to nt22.5)❤️❤️2021-05-2405 minYim CGS-CIMBSiri u/g to Hold, tp tobt1.15. CHG U/g tp to br3.7Chg อาจขึ้นต่อ แต่ good to sell in strength. Siri ควรลงต่อ too much priced in new pjs.2021-05-2105 minYim CGS-CIMBChina tame raw mat px, Mint :uneven recivery, TVo ug tp 43, cpnreit dg to hold, yield 7.5%❤️❤️❤️2021-05-2005 minYim CGS-CIMBSET (+) CK (+) new backlog, mint(-) NH struggling, Siri (pricing in XPG), Hana(+), telco prefer Ais❤️❤️❤️2021-05-1908 minYim CGS-CIMBHana u/g, OSP unexcitibg near term, Amata (+) fr Amatav figures.❤️❤️2021-03-1708 min
Yim CGS-CIMBSiwtch out fr Centel to SHR. Pttep stiill room to rise further.❤️❤️❤️2021-03-0807 minYim CGS-CIMB(+) The SET more diversified to cheaper ones. (+) hmpro synex tvo, (-) tkn beauty.❤️2021-03-0308 minYim CGS-CIMBMtc in lined, prefer bank more upside, Ktc 10%below in core, pR9 21 beat, Bts 10% beat Vgi (+)2022.❤️❤️❤️ OR results due today.2021-02-1708 minYim CGS-CIMBOR impact the SET slightly. WHA good biz outlook this yr and strong profit 4q. Jasif in lined.LPN reduced maintaied.2021-02-1508 minYim CGS-CIMBIrpc results beat up but outlook weaker, intuch in lined, petchem spreads update , previews amata +Preview Delta (+)2021-02-1007 minYim CGS-CIMBBBL u/g core EPS 13.5% 2021. BTS resumed civerage ADD to bt 13.30, 40% upside. GlLOBA & DOHOME (+)❤️❤️2021-02-0806 minYim CGS-CIMBDTAC key takaways from meeting w new CFO (+). Construction (OW). BBL guided (+)❤️❤️❤️2021-02-0509 minYim CGS-CIMBMTC tp u/g to bt73, CPN 4qpreview weaker tgsn prior expect 2q21 recovery.WHA set rev +30% was in line.2021-02-0306 minYim CGS-CIMBPttep missed all estimated, d/g to Hold. Pttgc’s modification crakcker 2 seen unjustified. Osp weak❤️❤️2021-01-2907 minYim CGS-CIMBCBG (+) exclusive talks w CEO. SCC (hold) higher cost dragged, scgp outlook challenging. Intuch(d/gPreviews hospitals (uw).2021-01-2709 minYim CGS-CIMBBank results better than feared, CPN outlook good and cheap valuation, Tkn brighter year 21, Gfpt(-)🙏🙏🙏2021-01-2207 minYim CGS-CIMBAp upside risk on dps. Tusco in line, previews: (*) cpf, (-) true but outlook improve❤️❤️2021-01-1807 minYim CGS-CIMB4q preview; (-) cpall (+) MC but sluggish outlook near term. Bch (+) higher high C-19 testsOsp cbg earnings may weaker. US did military blacklist Xiaomi n Cnooc , (+) hana， pttep.2021-01-1508 minYim CGS-CIMBU/g Hana Pttgc Sprc & TopEnergy preferances: Ptt pttep pttgc sprc top . Unnamed stocks are not attractive.2021-01-1207 minYim CGS-CIMBDelta taiwan is a better pick for regional. Centel impairment concerns dragSet (+): regulator’s action seen compromising, f inflows (+), interesting laggards: Prop, IE, hospitals, commerce.2021-01-1109 minYim CGS-CIMB(+) oil n gas, refinery, chemical(+) wha & ais ( buy tp 220)2021-01-0605 minYim CGS-CIMBSET น่าจะทะลุ ไฮก่อนหน้า 1503 ก่อนสิ้นปี มีโอกาสเห็นการปรับตัวช่วงสั้นๆLess liquid sticks gained market attentionS, Delta, Bay. (-) triggers watched: warning or investigations, outflows or even par split.2020-12-2805 minYim CGS-CIMBSet in upward move despite hiccupsHmpro(-) goes VN. AOT u/g target to 60bt, 4q core loss beat by 800mn. BDMS divest 22.7% in BH wont affect its financial likey eyes new investment rather pay diwn debt. HANA 4q profit to flatish qoq. SAPPE (+) higher GM trend.💪💪2020-11-2506 minYim CGS-CIMBSet index u/g to 1520 from 1400, 20x per 22 from 18x. Eps +30% to bt65 led by construction petchemWHA 4q Npat upside 7% from 253 landsold in VN, ADD2020-11-2305 minYim CGS-CIMBForeign flows to continue? Vaccine play to slow, shifted to good earning stocks.Results(+) PTT, GFPT. In line AP, QH, SPALI, MAKRO. (-) TKN KCE2020-11-1108 minYim CGS-CIMBSET to survive near term despite protests.Biden might lead inflows to EM. CPALL eps dilution from acquire Tesco this yr but accretion next yr. Jasif good 10% yield but one rental guarantee has 5 yr secured is risky. Intuch yield 4.2% vs 3.6% of AIS.2020-11-0909 minYim CGS-CIMBSet seen a good betTop missed alot outlook weighed by refinery. Ais beat 5% outlook tiring from competition, Lpn yield attractive. Pet spread (+) from supply outage2020-11-0607 minYim CGS-CIMBNationwide protest (-) the SET. Drac beat ys 20%, previews Planb & VGI both pick up qoq.😌💪💪2020-10-1907 minYim CGS-CIMBPreviews : (+) Delta Cpf Tkn😁2020-10-1507 minYim CGS-CIMBCBG vs OSP previews. TVO (+) preview.Hana (+) ftom good sales TMSC2020-10-0905 minYim CGS-CIMBU/g Macro. Prefer DIF over Jasif💪2020-09-1605 minYim CGS-CIMBCK be tiring to win West Orange Line, d/g to Hold.Tvo (+) high soybean px2020-09-1404 minYim CGS-CIMBCPF to fall further? STA high chance to fall deep. Oil&gas weak GRM despite OSP crude cut.U/G Netbay while d/g Human2020-09-0908 minYim CGS-CIMBImpact from Fin min resigned. TU declared further stake of Red Lobster. SAPPE 2H improvement💪2020-09-0208 minYim CGS-CIMBDtac good yield play least legal risks. ICHI new products in healthy trend look supportive.❤️2020-08-2807 minYim CGS-CIMBOSP u/g to Add. Refinery GRM fall in 3q. BOT msg gained confidence but NPL outlook unsure.M eos cut 18% higher raw mat. Hana bearish view dumped sentiment.2020-08-2607 minYim CGS-CIMBCK (-) from West Irange TOR delay. Potential three Thai banks collapse, seen unlikely now.Telco better in 2H20 not 2021. SIri d/g to reduce on two perpetual bonds launches.2020-08-2406 minYim CGS-CIMBRetail: makro is the best. WHA cut landsales tgt not a matter. VGI good potential if eco (+).TOP 3qtd grm sluggish. Erw under recap risk2020-08-1908 minYim CGS-CIMBResults: mid size hospitals ( chg & bch) outperformed. Hotel weak with Mint Shr (-) Erw in line.Bjc osp ichi (+). Cpf lh ivl ( in line)2020-08-1411 minYim CGS-CIMBCBG ( in line) with good prospect. Pttgc profit rebounded qoq but yet improve outlook ahead.Intuch was in line.2020-08-1006 minYim CGS-CIMBPairtrade idea : CBG outperformed OSP, Ichi good preview + better 2h outlook, Bch d/g to Hold,BBL guidance bullish2020-08-0508 minYim CGS-CIMBAsean telco 5G (-) for S Korea and may b Thailand. Property preview (+) AP but top pick LH SPALI❤️❤️❤️2020-08-0305 minYim CGS-CIMBAOT (d/d target on term adjustment), DIF yield 7%, hardly seen, GLOBAL outstanding 2q. SPALi (+)❤️❤️❤️2020-07-3111 minYim CGS-CIMBHMPRO and SCC core in line but weak outlook. Thailand strategy revised down mkt eps maintain indexTarget 13102020-07-3006 minYim CGS-CIMBAsean outlook prefer Malay Indo Sg . U/g Delta to bt120. Amata cap raising (not a concern).❤️2020-07-2908 minYim CGS-CIMBPreviews: CRC and WHA with brighter outlook both.😁😁2020-07-2406 minYim CGS-CIMBRefineries ( Neutral) : previews improved GRM but still sluggish outlook. STGT (+) as Topg u/gPreviews: (-) Gfpt and Netbay2020-07-2308 minYim CGS-CIMBD/G Bbl and Scb. Prevuews: Cpn and PR9, (+) AIS on coming 5 G, Key msg from Human (+)😅2020-07-2209 minYim CGS-CIMBTisco missed cons 13%, Ktc in line cons but missed us 15%.Previews: Mint (bt5.8bn) M (bt255).2020-07-2007 minYim CGS-CIMBPreviews: CPALLL(-) TKN(+) MEGA(+)🧐2020-07-1709 minYim CGS-CIMBPreviews: IVL weaker core but loss in Net profit. DTAC good yield weak performance but good cost.😊2020-07-1605 minYim CGS-CIMBTOP 2qpreview. Hospital previews😊2020-07-1407 minYim CGS-CIMBMorning briefContractor (UW)
WHRT : defensive yield play2020-07-0925 min