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
TOA - Potential 4Q23 sales and margin growth; Maintain BUY TP THB29.50
KCE - Slower demand recovery than previously anticipated; Maintain HOLD TP THB43.00
AOT - Swift recovery of Chinese tourists; Maintain BUY TP THB75.00
EPG - 3QFY24 results at first glance; Maintain BUY TP THB11.00
JMT - Business guidance toned down in 2024; Maintain HOLD TP THB25.70
CRC - Vietnam would pressure 4Q23 core profit amid in-line 2024 plan; Maintain BUY TP THB48.00