ORI - Unimpressive 2Q24E profit; Downgrade to REDUCE TP THB4.40

BRI - Likely dull q-q and y-y lower 2Q24 profit; Downgrade to REDUCE TP THB4.20

BAM - Aid from large repayments; Maintain HOLD TP THB7.50

THANI - 2Q24 results at first glance; Maintain HOLD TP THB2.28

CRC - Slow SSSG with lack of short-term catalysts; Maintain BUY TP THB40.00

ASW - Potential 2Q24 record high profit; Maintain BUY TP THB9.50

KTB - Key takeaways from analyst meeting; Maintain BUY TP THB19.90

MEGA - Another muted quarter in 2Q24E; Maintain BUY TP THB56.00

CHAYO - Another one-time ECL in 2Q24; Maintain HOLD TP THB3.00

SC - 2Q24E profit helped by extra gain; Maintain HOLD TP THB3.00