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

  • Posts: 99

Wed 1 March 2017

What’s in store?
– PCSGH (HOLD/Target Price Bt5.30): Wider margin spells better outcome
– CENTEL (HOLD/Target Price Bt40.00): Positive surprise in 4Q16, but wait for clearer signs of exciting growth
– LH (HOLD/Target Price Bt10.40): No surprise to the street, but some disappointments for us
– SIRI (TRADING BUY/Target Price Bt2.10): 2nd-highest quarterly core profit ever in 4Q16
– CPN (HOLD/Target Price Bt65.00): 4Q16 profit as expected, stay on the sidelines for now
– BH (BUY/Target Price Bt250.00): 4Q16 result (good YoY growth) was in line with all estimates
– RJH (BUY/Target Price Bt33.00): Fourth-quarter upshot in line; arms open wide for 1Q17 high season
– AH (BUY/Target Price Bt18.00): Fourth quarter exceeds all appraisals
– TVO (SELL/Target Price Bt33.00): Earnings downtrend signaled in 4Q16

News Highlights
(+) MINT – Minor Hotel launches Oaks Bodhgaya
(+) CENTEL – CENTEL posts 43.5% rise in profit for quarter despite challenges
(+) GL – Group Lease hangs out shingle in Cyprus launch
(0) Economy – Rollback for rice auctions
(0) Economy – Export forecasts unchanged
(+) Economy – BOI’s Incentives in the EEC
(+) Economy – Hot-money inflow into bonds piques BoT curiosity