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Millat Tractors: 4QFY22 review – Earnings miss on lower-than-expected revenue

MTL announced 4QFY22 consolidated EPS of PKR9.86, missing our EPS expectation of PKR11.23, amid lower revenue. GMs decreased by 1ppt YoY amid rise in raw material prices, freight and PKR depreciation, in our view. MTL announced final DPS of PKR20 and...
Intermarket Securities Abdul Ghani
Abdul Ghani Mianoor @ Intermarket Securities 23 September 2022

Thailand: Electronics - Entering inventory correction phase

Supply checks. Demand checks. 2H22 should still grow YoY.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 21 September 2022

Weekly bulletin - 12 September - 16 September 2022

The local indexes slightly retreated last week but finished the week almost unchanged in comparison with the slump of world markets. SOFIX slipped by 0.2% to 603.74, BGTR30 lost 0.3% to 731.37 while BGREIT remained unchanged at 182.64. BGBX40 droppe....
First Financial Brokerage House Veselin
Veselin Radoychev @ First Financial Brokerage House 19 September 2022

Thailand: Tourism sector - Clear skies for tourism

Tourism activity accelerating in 2H22. AOT and AWC are our top sector picks. Valuations not excessive.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 13 September 2022

Delta Electronics Thailand PCL: Missed by Bt4, near pinpoint accuracy

Growth momentum through 3Q22. Is Bt690 the final price?...…let’s find the answers together in our event on Sep 20.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 13 September 2022

Bangkok Expressway & Metro PCL: Fast recovery, big upside, still cheap!

Won the Orange Line bid. Massive earnings contribution expected. Strong recovery.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 12 September 2022