MTC - Better-than-expected 4Q23 results; Maintain HOLD TP THB43.00
COM7 - Likely unexciting 4Q23; Maintain BUY TP THB30.00
TU - Potential stall in the core unit in 1Q24; Maintain BUY TP THB17.30
PR9 - 4Q23 results at first glance; Maintain BUY TP THB22.00
DELTA - Extended growth likely, but price too demanding; Maintain REDUCE TP THB70.00
ITC - Solid demand in mid-priced pet food; Maintain BUY TP THB27.00
CBG - Beer is rising to support 1Q24; Upgrade to BUY TP THB87.00
CPN - Expect soft 4Q23 from high SG&A; Maintain BUY TP THB82.00
CPAXT - An impressive core profit; Maintain BUY TP THB36.00
BBL - Regionalization remains a key 2024 focus; Maintain BUY TP THB191.00