Reply To: My Thai Broker's Daily Share Picks.

  • Posts: 99

Tue 21 Feb 2017

What’s in store?
– Chemical (NEUTRAL): Various price and spread movements
– MAJOR (BUY/Target Price Bt35.00): Messrs. Hurt & Logan to break through the ribbon in 1Q17
– BLA (BUY/Target Price Bt65.00): Recovery mode further in 4Q16…
– MINT (BUY/Target Price Bt42.00): 4Q16 results below estimates, but strong recovery forecast for 1Q17
– ANAN (BUY/Target Price Bt6.20): Strong 4Q16 profit as expected, DPS slightly above forecast
– EGCO (BUY/Target Price Bt230.00): Core 4Q16 exceeds street’s estimate—eye growth mode redeem in 1Q17
– Flow Tracker: Foreign funds have outstanding inflows to Taiwan last week

News Highlights
(+) Economy – Export growth goal revised up to 5% on key supports
(0) Economy – App to firm up GHB’s shift to digital banking
(0) TRUE – TrueVisions to increase payout after pulling HBO channels
(-) ADVANC – AIS cuts dividend payment
(-) MCOT – 3 NBTC commissioners oppose payment to MCOT