reports
- Adrian Loh Tzum Yung
- Audrey Celia
- Benjaphol Suthwanish
- Chong Lee Len
- Damon Shen
- Jieqi Liu
- Julia Pan Mengyao
- Kitpon Praipaisarnkit
- Kong Ho Meng
- Lester Siew
- Ming San Soong
- Thanawat Thangchadakorn
- Willinoy Sitorus
Regional Morning Meeting Notes: Wednesday, October 15, 2025
Greater China Sector Update | Property Jinling Residence’s strong sell-out highlights resilient end-user demand despite weaker investment sentiment, while major cities’ October data showed yoy declines in both new and secondary home sales. We maintain MARKET WEIGHT. We upgrade Kerry Properties to BUY after the recent correction, with an unchanged target price of HK$22.80. Company Update | Alibaba Group (9988 HK/BUY/HK$155.20/Target: HK$203.00) We expect solid 2QFY26 results, despite marg...
FR FIRST INDUSTRIAL REALTY TRUST INC.
00688 CHINA OVERSEAS LAND & INVESTMENT LIMITED
00683 KERRY PROPERTIES LIMITED
00016 SUN HUNG KAI PROPERTIES LIMITED
01109 CHINA RESOURCES LAND LIMITED
TISCO TISCO FINANCIAL GROUP
SCNR SUNAC CHINA HOLDINGS LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
JPFA JAPFA COMFEED INDONESIA
3816 MISC BHD
5347 TENAGA NASIONAL BHD
BN4 KEPPEL CORPORATION LIMITED
MLK MALAKOFF CORP BHD
KCE KCE ELECTRONICS PUBLIC CO. LTD.
GMB GAS MALAYSIA BHD
09988 ALIBABA GROUP HOLDING LTD.
09618 JD.COM INC. CLASS A
00017 NEW WORLD DEVELOPMENT CO. LTD.
SVI SVI PCL
DELTA DELTA CORP
PEKAT PEKAT GROUP BHD
- 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
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