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24 Apr 09:22 AM
DELTA - Sell
Too many expectations, risk of downgrade

We expect 1Q15 norm profit to expand 28% QoQ from a low 4Q14 base (inventory provision charged). However, orders in 2Q15 will decrease from 1Q15 before rising to a yearly high in 3Q15. As 1Q15 earnings will account for only 21% of our yearly earnings and the market is too optimistic about 3Q15 earnings, there is potential for an earnings downgrade. We reiterate a SELL rating with a TP of THB65.50,

A positive momentum from olefins unit?
TSE - Buy
Surprises could be seen in 2Q15
KTC - Buy
More legs to earnings growth
VTE - Not Rated (Not Available in EN Version)
Company Flash_VTE (22/4/15)
SWC - Not Rated (Not Available in EN Version)
Company Flash_SWC (22/4/15)
MC - Trading Buy
Still weak in 1Q15
Tone down expectations
BCP - Buy
1Q15 profit may be hit by stock loss
SCC - Trading Buy
Profit will reach THB10, thanks to extra items
KTB - Buy
Hit by small SME and retail NPL
BBL - Buy
Non-NII to offset weak NIM
VGI - Buy
In-store media cancellation and impact
SCB - Hold
1Q15 earnings beat our forecast
DRT - Sell
1Q15 profit to decline 19% YoY to THB97m
DCC - Sell
Lower costs key growth driver in 1Q15
Sector: ปิโตรเคมีและเคมีภัณฑ์ (Not Available in EN Version)
Petrochemical Price Update : ส่วนต่างอะโรเมติกส์ยังปรับขึ้นต่อเนื่อง
Property Fund / REIT / IFF Watch
KBANK - Hold
Strong 1Q15 earnings as expected
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