ASW - Expect a lackluster 3Q23 but recovery in 4Q23-2024; BUY TP THB10.00
BAM - Lower estimate on collection performance; Downgrade to HOLD TP THB9.50
AAV - Temporary turbulence in 3Q23; Maintain BUY TP THB2.80
SYNEX - iPhone15 should support recovery despite slow PC; BUY TP THB13.00
GPSC - Strong 3Q23E earnings recovery; Maintain BUY TP THB59.00
SC - A lackluster 3Q23 profit; BUY TP THB4.40
GLOBAL - 3Q23 results at first glance; BUY TP THB20.50
HMPRO - 3Q23 results at first glance; BUY TP THB16.00
DELTA - 10 10 10, but valuations are demanding; REDUCE TP THB70.00
ITC - 3Q23 results at first glance; BUY TP THB30.00