CPAXT - 2Q24 core profit set to increase y-y; Maintain BUY TP THB36.00
SISB - Soft growth q-q but strong y-y; Maintain BUY TP THB44.00
AEONTS - Disappointing 1QFY24 profit; Maintain HOLD TP THB145.00
CPF - More robust recovery expected; Maintain BUY TP THB28.00
KCE - Starting to see cost-saving benefits; Upgrade to BUY TP THB50.00
BDMS - Moderate growth in low season; Maintain BUY TP THB35.00
TU - All businesses are recovering well; Maintain BUY TP THB17.30
ASW - Robust 2Q24 presales and profit outlook; Maintain BUY TP THB9.50
SC - 2Q24 looks lackluster; Maintain HOLD TP THB3.00
SAV - A new profit high in low season; Maintain BUY TP THB25.00