CPALL - Robust 1Q25E profit; Maintain BUY TP THB83.00
SCGP - Lower costs support 1Q25E profit; Maintain BUY TP THB29.00
AP - Solid growth in 1Q25 presales; Maintain BUY TP THB9.70
SIRI - Robust 1Q25 presales, led by condos; Maintain BUY TP THB1.90
NEO - Domestic play with attractive PE; Maintain BUY TP THB49.50
CPAXT - Resilient amid headwinds; Maintain BUY TP THB34.00
ASK - More challenges ahead in 2025; Downgrade to REDUCE TP THB5.60
TU - Starting the year with difficulties; Downgrade to HOLD TP THB11.00
SPALI - Flattish 1Q25 presales; Maintain HOLD TP THB18.00
CPF - 1H profit likely better than thought; Maintain BUY TP THB30.00