Thailand Commerce - Illegal pork

AOT - Business as usual; Maintain BUY TP THB76.00

KTC - Unjustified valuation on risk-reward; Initiate with HOLD TP THB49.00

AEONTS - Continued strong headwinds in 2024-25; Initiate with HOLD TP THB169.00

TFG - Expect selling prices of pigs to exceed raising costs in 1Q24; Maintain HOLD TP THB4.00

PTTEP - Normalized earnings outlook; Initiate with BUY TP THB179.00

GPSC - Key takeaways from analyst meeting; Maintain BUY TP THB59.00

AWC - Assets are entering harvesting cycle; Maintain BUY TP THB5.50

SHR - Key takeaways from analyst meeting; Maintain BUY TP THB4.40

BCH - Key takeaways from analyst meeting; Maintain BUY TP THB24.50