NEO - 2Q25 may slip more than expected; Maintain BUY TP THB30.00

CPF - Earnings likely peaked in 2Q25; Downgrade to HOLD TP THB30.00

SCC - Earnings recovery underway; Maintain BUY TP THB200.00

SCGD - Lower costs to support 2Q25 profit; Maintain HOLD TP THB4.50

KCG - 2Q seasonal dip; growth story remains intact; Maintain BUY TP THB11.00

KTC - Oversold, declining ROE; Re-initiate with BUY TP THB32.00

CPAXT - Unexciting earnings growth; Maintain BUY TP THB23.00

CPALL - Resilient 2Q25E earnings momentum; Maintain BUY TP THB65.00

JPARK - Soft 2Q25E earnings, but resilient; Maintain HOLD TP THB6.80

KCE - Increasingly positive LT outlook; Maintain HOLD TP THB20.00