SSS broad recovery: strong expansion only seen in DOHOME. GLOBAL and DOHOME are the best play in 3Q20 results forecast. HMPRO and ILM will show strong QoQ results, not yet for YoY.

Committed to drive earnings growth despite missing top-line. Reaffirmed 3Q20 strong earnings recovery with record core margin. Heading to high seasonality in 4Q20-1Q21.

We expect the posted 3Q20 aggregate SET net profit to surge 43% QoQ but dive 29% YoY (shallower than the 50% YoY plunge for 2Q20). For core earnings, we estimate similar YoY and QoQ comparisons. The only sectors likely to post YoY core earnings growt...

Auto production proved recovery trends since April 2020. FTI reiterates 2020 auto production forecast of 1.4m units. 3Q20 bottom-lines likely to be written in black ink.

Clarifications on investors’ lingering concerns. Insights into 3Q20—a robust core earnings jump. We lifted our 2020 net profit by 8%.

Poland's Allegro is the latest 'Baby Amazon' (emerging market e-commerce player) to have listed and its IPO pop is the best in the e-commerce category. Allegro has 10.3mn active users and 130,000 merchants – it has a tight grip on Polish e-commerce,...