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Yim CGS-CIMB

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Amporn Ajcharanukul

Mar 8, 2021 LATEST EPISODE
infrequent NEW EPISODES
7m AVG DURATION
48 EPISODES

lpn attentions bdms qh bjc wha vn unnamed makro ptt osp tvo telco aot cpf bbl tesco erw previews bh

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Latest episodes from Yim CGS-CIMB

Siwtch out fr Centel to SHR. Pttep stiill room to rise further.

Play Episode Listen Later Mar 8, 2021 7:53

❤️❤️❤️

(+) The SET more diversified to cheaper ones. (+) hmpro synex tvo, (-) tkn beauty.

Play Episode Listen Later Mar 3, 2021 8:04

❤️

Mtc in lined, prefer bank more upside, Ktc 10%below in core, pR9 21 beat, Bts 10% beat Vgi (+)2022.

Play Episode Listen Later Feb 17, 2021 8:17

❤️❤️❤️ OR results due today.

OR impact the SET slightly. WHA good biz outlook this yr and strong profit 4q. Jasif in lined.

Play Episode Listen Later Feb 15, 2021 8:37

LPN reduced maintaied.

Irpc results beat up but outlook weaker, intuch in lined, petchem spreads update , previews amata +

Play Episode Listen Later Feb 10, 2021 7:35

Preview Delta (+)

BBL u/g core EPS 13.5% 2021. BTS resumed civerage ADD to bt 13.30, 40% upside. GlLOBA & DOHOME (+)

Play Episode Listen Later Feb 8, 2021 6:28

❤️❤️

DTAC key takaways from meeting w new CFO (+). Construction (OW). BBL guided (+)

Play Episode Listen Later Feb 5, 2021 9:07

❤️❤️❤️

MTC tp u/g to bt73, CPN 4qpreview weaker tgsn prior expect 2q21 recovery.

Play Episode Listen Later Feb 3, 2021 6:40

WHA set rev +30% was in line.

Pttep missed all estimated, d/g to Hold. Pttgc's modification crakcker 2 seen unjustified. Osp weak

Play Episode Listen Later Jan 29, 2021 7:40

❤️❤️

CBG (+) exclusive talks w CEO. SCC (hold) higher cost dragged, scgp outlook challenging. Intuch(d/g

Play Episode Listen Later Jan 27, 2021 9:53

Previews hospitals (uw).

Bank results better than feared, CPN outlook good and cheap valuation, Tkn brighter year 21, Gfpt(-)

Play Episode Listen Later Jan 22, 2021 7:09

Ap upside risk on dps. Tusco in line, previews: (*) cpf, (-) true but outlook improve

Play Episode Listen Later Jan 18, 2021 7:20

❤️❤️

4q preview; (-) cpall (+) MC but sluggish outlook near term. Bch (+) higher high C-19 tests

Play Episode Listen Later Jan 15, 2021 8:28

Osp cbg earnings may weaker. US did military blacklist Xiaomi n Cnooc , (+) hana， pttep.

U/g Hana Pttgc Sprc & Top

Play Episode Listen Later Jan 12, 2021 7:28

Energy preferances: Ptt pttep pttgc sprc top . Unnamed stocks are not attractive.

energy ptt unnamed

Delta taiwan is a better pick for regional. Centel impairment concerns drag

Play Episode Listen Later Jan 11, 2021 9:26

Set (+): regulator's action seen compromising, f inflows (+), interesting laggards: Prop, IE, hospitals, commerce.

(+) oil n gas, refinery, chemical

Play Episode Listen Later Jan 6, 2021 5:47

(+) wha & ais ( buy tp 220)

SET น่าจะทะลุ ไฮก่อนหน้า 1503 ก่อนสิ้นปี มีโอกาสเห็นการปรับตัวช่วงสั้นๆ

Play Episode Listen Later Dec 28, 2020 5:28

Less liquid sticks gained market attentionS, Delta, Bay. (-) triggers watched: warning or investigations, outflows or even par split.

bay delta attentions

Set in upward move despite hiccups

Play Episode Listen Later Nov 25, 2020 6:53

Hmpro(-) goes VN. AOT u/g target to 60bt, 4q core loss beat by 800mn. BDMS divest 22.7% in BH wont affect its financial likey eyes new investment rather pay diwn debt. HANA 4q profit to flatish qoq. SAPPE (+) higher GM trend.

gm bh vn aot bdms

Set index u/g to 1520 from 1400, 20x per 22 from 18x. Eps +30% to bt65 led by construction petchem

Play Episode Listen Later Nov 23, 2020 5:19

WHA 4q Npat upside 7% from 253 landsold in VN, ADD

Foreign flows to continue? Vaccine play to slow, shifted to good earning stocks.

Play Episode Listen Later Nov 11, 2020 8:17

Results(+) PTT, GFPT. In line AP, QH, SPALI, MAKRO. (-) TKN KCE

SET to survive near term despite protests.

Play Episode Listen Later Nov 9, 2020 9:30

Biden might lead inflows to EM. CPALL eps dilution from acquire Tesco this yr but accretion next yr. Jasif good 10% yield but one rental guarantee has 5 yr secured is risky. Intuch yield 4.2% vs 3.6% of AIS.

ai joe biden tesco

Set seen a good bet

Play Episode Listen Later Nov 6, 2020 7:13

Top missed alot outlook weighed by refinery. Ais beat 5% outlook tiring from competition, Lpn yield attractive. Pet spread (+) from supply outage

Nationwide protest (-) the SET. Drac beat ys 20%, previews Planb & VGI both pick up qoq.

Play Episode Listen Later Oct 19, 2020 7:06

Previews : (+) Delta Cpf Tkn

Play Episode Listen Later Oct 15, 2020 7:29

CBG vs OSP previews. TVO (+) preview.

Play Episode Listen Later Oct 9, 2020 5:56

Hana (+) ftom good sales TMSC

U/g Macro. Prefer DIF over Jasif

Play Episode Listen Later Sep 16, 2020 5:43

CK be tiring to win West Orange Line, d/g to Hold.

Play Episode Listen Later Sep 14, 2020 4:20

Tvo (+) high soybean px

CPF to fall further? STA high chance to fall deep. Oil&gas weak GRM despite OSP crude cut.

Play Episode Listen Later Sep 9, 2020 8:45

U/G Netbay while d/g Human

Impact from Fin min resigned. TU declared further stake of Red Lobster. SAPPE 2H improvement

Play Episode Listen Later Sep 2, 2020 8:10

Dtac good yield play least legal risks. ICHI new products in healthy trend look supportive.

Play Episode Listen Later Aug 28, 2020 7:34

❤️

OSP u/g to Add. Refinery GRM fall in 3q. BOT msg gained confidence but NPL outlook unsure.

Play Episode Listen Later Aug 26, 2020 7:20

M eos cut 18% higher raw mat. Hana bearish view dumped sentiment.

CK (-) from West Irange TOR delay. Potential three Thai banks collapse, seen unlikely now.

Play Episode Listen Later Aug 24, 2020 6:37

Telco better in 2H20 not 2021. SIri d/g to reduce on two perpetual bonds launches.

Retail: makro is the best. WHA cut landsales tgt not a matter. VGI good potential if eco (+).

Play Episode Listen Later Aug 19, 2020 8:11

TOP 3qtd grm sluggish. Erw under recap risk

Results: mid size hospitals ( chg & bch) outperformed. Hotel weak with Mint Shr (-) Erw in line.

Play Episode Listen Later Aug 14, 2020 11:16

Bjc osp ichi (+). Cpf lh ivl ( in line)

CBG ( in line) with good prospect. Pttgc profit rebounded qoq but yet improve outlook ahead.

Play Episode Listen Later Aug 10, 2020 6:03

Intuch was in line.

Pairtrade idea : CBG outperformed OSP, Ichi good preview + better 2h outlook, Bch d/g to Hold,

Play Episode Listen Later Aug 5, 2020 8:05

BBL guidance bullish

Asean telco 5G (-) for S Korea and may b Thailand. Property preview (+) AP but top pick LH SPALI

Play Episode Listen Later Aug 3, 2020 5:59

❤️❤️❤️

AOT (d/d target on term adjustment), DIF yield 7%, hardly seen, GLOBAL outstanding 2q. SPALi (+)

Play Episode Listen Later Jul 31, 2020 11:04

❤️❤️❤️

HMPRO and SCC core in line but weak outlook. Thailand strategy revised down mkt eps maintain index

Play Episode Listen Later Jul 30, 2020 6:50

Target 1310

Asean outlook prefer Malay Indo Sg . U/g Delta to bt120. Amata cap raising (not a concern).

Play Episode Listen Later Jul 29, 2020 8:47

❤️

Previews: CRC and WHA with brighter outlook both.

Play Episode Listen Later Jul 24, 2020 6:16

Refineries ( Neutral) : previews improved GRM but still sluggish outlook. STGT (+) as Topg u/g

Play Episode Listen Later Jul 23, 2020 8:44

Previews: (-) Gfpt and Netbay

D/G Bbl and Scb. Prevuews: Cpn and PR9, (+) AIS on coming 5 G, Key msg from Human (+)

Play Episode Listen Later Jul 22, 2020 9:27

Tisco missed cons 13%, Ktc in line cons but missed us 15%.

Play Episode Listen Later Jul 20, 2020 7:19

Previews: Mint (bt5.8bn) M (bt255).

Previews: CPALLL(-) TKN(+) MEGA(+)

Play Episode Listen Later Jul 17, 2020 9:41

Previews: IVL weaker core but loss in Net profit. DTAC good yield weak performance but good cost.

Play Episode Listen Later Jul 16, 2020 5:24

TOP 2qpreview. Hospital previews

Play Episode Listen Later Jul 14, 2020 7:04

Morning brief

Play Episode Listen Later Jul 9, 2020 25:46

Contractor (UW) WHRT : defensive yield play

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