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Arsit Pamaranont ... (+11)
  • Arsit Pamaranont
  • Bella Lu Yifei
  • Benjaphol Suthwanish
  • Chong Lee Len
  • Kampon Akaravarinchai
  • Ken Lee
  • Krit Tanarattananon
  • Llelleythan Tan Tan
  • Nurul Nazira Binti Abdullah
  • Paula Ruth
  • Philip Wong

Regional Morning Meeting Notes: Thursday, July 18, 2024

GREATER CHINA Sector Automobile Weekly: PEV sales down 4% yoy but up 8% wow during 8-14 July, in line. Maintain MARKET WEIGHT. Top BUYs: Geely, CATL and Tuopu. Top SELL: XPeng. INDONESIA Update Telkom Indonesia (TLKM IJ/BUY/Rp3,250/Target: Rp4,200) 2024 fixed broadband revenue to see moderate growth of 8% yoy; maintain BUY. MALAYSIA Results Alpha IVF (ALPHA MK/BUY/RM0.32/Target: RM0.40) ...

An unfavourable environment weighs on GULF ENERGY DEVELOPMENT, which s...

The independent financial analyst theScreener just requalified the general evaluation of GULF ENERGY DEVELOPMENT (TH), active in the Conventional Electricity industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date Nov...

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