CRC - Vietnam would pressure 4Q23 core profit amid in-line 2024 plan; Maintain BUY TP THB48.00

CK - 4Q23 profit should grow y-y amid a better 2024 outlook; Maintain BUY TP THB26.00

SJWD - Strong 4Q23E amid low season; Maintain BUY TP THB21.50

SAWAD - Continued pressures from SCAP’s burden; Downgrade to HOLD TP THB45.00

PSL - 4Q23 profit falls short of estimates; Maintain BUY TP THB10.30

GLOBAL - 4Q23 net profit beat our estimate and consensus forecast; Maintain BUY TP THB17.70

ILM - Net profit would hit an all-time high of THB195m; Maintain BUY TP THB26.70

MINT - Back to a normalized growth cycle; Maintain BUY TP THB44.00

BAM - Further estimate cuts Maintain HOLD TP THB8.75

JMT - As good as it gets; Maintain HOLD TP THB25.70