CK - 4Q23 profit should grow y-y amid a better 2024 outlook; Maintain BUY TP THB26.00
SJWD - Strong 4Q23E amid low season; Maintain BUY TP THB21.50
SAWAD - Continued pressures from SCAP’s burden; Downgrade to HOLD TP THB45.00
PSL - 4Q23 profit falls short of estimates; Maintain BUY TP THB10.30
GLOBAL - 4Q23 net profit beat our estimate and consensus forecast; Maintain BUY TP THB17.70
ILM - Net profit would hit an all-time high of THB195m; Maintain BUY TP THB26.70
MINT - Back to a normalized growth cycle; Maintain BUY TP THB44.00
BAM - Further estimate cuts Maintain HOLD TP THB8.75
JMT - As good as it gets; Maintain HOLD TP THB25.70
ASW - A potentially strong 4Q23 ahead of 2024 growth; Maintain BUY TP THB9.50