reports
- MarketLine Department
Distell Group Holdings Ltd - Strategy, SWOT and Corporate Finance Repo...
Summary Distell Group Holdings Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Distell Group Holdings Ltd (Distell) is an investment holding company with interests in liquor-related firms. The company is involved in the production, marketing, and distribution ...
- Peerawat Dentananan
Delta Electronics (DELTA TB) - 4Q21: Impressive Results
Delta reported 4Q21 net profit of Bt2.1b (+37% yoy, +75% qoq). The results were 7% above our estimate and 14% above consensus’. Earnings were above our estimates due to higher-than-expected revenue. For 2022, we are more optimistic on DELTA’s outlook and expect to see an earnings growth of 32% yoy. However, we think DELTA’s valuation is still expensive. Maintain SELL with a target price of Bt360.00 and recommend investors to switch to HANA.
- Chaiwat Arsirawichai
- Kwanchai Atiphophai
- Peerawat Dentananan
- Tanaporn Visaruthaphong
Thailand Daily - Thursday, February 17, 2022
KEY HIGHLIGHTS Sector Retail 4Q21 results preview: SSSG turns positive, but cost pressure persists. Upgrade to OVERWEIGHT. Results Delta Electronics (DELTA TB/SELL/Bt418.00/Target: Bt360.00) 4Q21: Impressive results. Muangthai Capital (MTC TB/BUY/Bt54.50/Target: Bt69.00) 4Q21: Results unexpectedly below expectations, but expect strong earnings recovery in 2022. PTT Oil & Retail Business (OR TB/BUY/Bt25.50/Target: Bt31.00) 4Q21: Results beat our estimates on better-than-expected lifestyle ma...
- Carol Dou Xiao Qin
- Carolyn Ching
- Chaiwat Arsirawichai
- Chong Lee Len
- Clement Ho Jia Xing
- Jacquelyn Yow Hui Li
- Jonathan Koh
- Kwanchai Atiphophai
- Leow Huey Chuen
- Peerawat Dentananan
- Philip Wong
- Sabrina Soh
- Stevanus Juanda
- Sunny Chen
- Tham Mun Hon
- Ziv Ang Sze Champ
Regional Morning Notes - Thursday, February 17, 2022
GREATER CHINA Economics Inflation: Slowing inflation leaves more room for policy easing. Sector Property: Steering investments into affordable rental housing. Initiate Coverage Prudential (2378 HK/BUY/HK$129.20/Target: HK$204.50): Future-ready with sights set on emerging markets. Update WuXi AppTec (2359 HK/BUY/HK$104.60/Target: HK$128.00): 2021 net earnings up 72.2% yoy, expect revenue to grow about 67% yoy in 2022. INDONESIA Update Matahari Department Store (LPPF IJ/BUY/Rp4,030/Target: Rp4,70...
U11 UNITED OVERSEAS BANK LTD. (SINGAPORE)
LPPF PT MATAHARI DEPARTMENT STORE TBK CLASS A
MTC MUANGTHAI CAPITAL PCL
HEIM HEINEKEN MALAYSIA BHD
KLK KUALA LUMPUR KEPONG BHD
GMB GAS MALAYSIA BHD
2359 WUXI APPTEC CO LTD
IFAST IFAST CORP LTD
MRDIY MR DIY GROUP M BHD
OR PTT OIL & RETAIL BUSINESS PCL
DELTA DELTA CORP
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.