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Thailand: Electronics - Inventory corrections in 1H23!

DELTA led 4Q22 profit growth. 1Q23 demand checks. Cloudy 1Q23 outlook.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 13 March 2023

Thailand: System Integrators - Peak in 4Q22 …slow in 1Q23

4Q22 was peak of year for results. 1Q23 will be seasonally weak. MFEC to lead 2023 growth.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 13 March 2023

Thai: Technology-Selective buys on stocks with >40% EPS growth profiles for 2023

4Q22 growth leaders—SABUY, HUMAN, and NETBAY. Fair growth for YGG, DITTO, and BOL. Who will be the 1Q23 growth leader?
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 10 March 2023

Morning Bulletin - 8 March 2023

Tuesday’s session started on a down note as investors continued to absorb the latest financial data and the world market sentiment. Broad selling had SOFIX (627.17) retreat by 1.16% during the session but the gains of Sopharma (SFA, BGN 5.25, +1.94%....
First Financial Brokerage House Veselin
Veselin Radoychev @ First Financial Brokerage House 8 March 2023

Microsoft Corp: US : Commodities - Overall - Clean Tech | Energy Stat: Trying to Lower Emissions? Instead of Talking About Gas Stoves, Let's Capture More Than 0.1% of CO2

CGS-CIMB Pavel
Pavel Molchanov @ CGS-CIMB 6 March 2023

Earnings Call Summary: Solutions 2022

Solutions’ total revenue increased by 22% yoy to SAR8,805mn in 2022. In 2022 gross profit stood at SAR2,011mn (+18%yoy). On 3 October  2022, Solutions has completed the acquisition of Giza systems.
SNB Capital Talha
Talha Nazr @ SNB Capital 28 February 2023