AEON THANA SINSAP (THAILAND) (AEONTS TB) - Few catalysts in the short term

S HOTELS AND RESORTS (SHR TB) - Fears are overdone

BEC WORLD (BEC TB) - The year of decline

ADVANCED INFO SERVICE (ADVANC TB) - Expect a slowdown in 3Q22

AIRPORTS OF THAILAND (AOT TB) - Ready for an expansion

ENERGY ABSOLUTE (EA TB) - An EV elephant with a Malayan tiger

BLUEBIK GROUP (BBIK TB) - Aggressive view from management

SUSCO (SUSCO TB) - A tiger and a leopard

CHAROEN POKPHAND FOODS (CPF TB) - Early hog upcycles are key drivers; Upgrade to BUY TP THB35.00

JAY MART (JMART TB) - Entering the restaurant business