CPF - Bet on Chinese New Year to support 1Q24 meat prices; Downgrade to HOLD TP THB20.00
SHR - A beacon of hope in Maldives; Maintain BUY TP THB4.00
SCGP - Efficient cost management helped; Maintain BUY TP THB48.00
TU - A new round of growth after divesting Red Lobster; Maintain BUY TP THB19.00
KKP - Another difficult year in 2024; Maintain HOLD TP THB50.60
ERW - Solid organic growth in 4Q23E; Maintain BUY TP THB6.30
KTC - 4Q23 results in line with forecast; Maintain HOLD TP THB49.00
TTB - Limited earnings downside risks; Upgrade to BUY TP THB2.19
SCB - No catalysts but attractive div yield; Maintain BUY TP THB118.00
KBANK - Continued balance sheet cleanup; Downgrade to HOLD TP THB140.00