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19 Dec 08:59 AM
Sector: ENERGY& UTILITIES
Renewable Energy Subsector : 2015 will reveal the real operators

Positive view on NEPC resolution. We view the 16 Dec NEPC resolution positively as only efficient and real operators will survive in the industry even in an environment of poorer returns. However, we still see potential growth in the industry over the long term. SPCG, IFEC and DEMCO are our preferred operators. 


Sector: PROPERTY FUND & REITS
Property Fund / REIT / IFF Watch (19/12/14)
SCC - Buy
Acquiring innovative firm and HVA business
MACO - Trading Buy
Clearer synergy benefits from VGI
Sector: PROPERTY DEVELOPMENT
Property Sector : Reduce the weight to Underweight
SOLAR - Not Rated (Not Available in EN Version)
Company Flash_SOLAR (17/12/57)
RS - Not Rated (Not Available in EN Version)
Company Flash_RS (17/12/57)
BWG - Not Rated (Not Available in EN Version)
Company Flash_BWG (17/12/57)
ADVANC - Buy
To be SET's largest market cap ... soon
Sector: พลังงานและสาธารณูปโภค (Not Available in EN Version)
Flash Note _กลุ่มพลังงานและสาธารณูปโภค : มติกพช. เป็นบวกต่อ PTT และกลุ่มโรงไฟฟ้า
Sector: สื่อและสิ่งพิมพ์ (Not Available in EN Version)
Flash Note _ กลุ่มสื่อและสิ่งพิมพ์ : อุตสาหกรรมโฆษณายังไม่มีสัญญาณฟื้นตัวในเดือน พ.ย.
Sector: ปิโตรเคมีและเคมีภัณฑ์ (Not Available in EN Version)
Petrochemical Price Update : อะโรเมติกส์อ่อนตัวแรง, HDPE ยังแกร่ง
IFEC - Buy
Wind project is moving ahead our expected
TUF - Buy
Upgraded earnings and target price
QH - Trading Buy
Recovery in 2015
KCE - Buy
Lowest PE with the strongest growth
DELTA - Sell
Trading at a 2016 price target
Sector: ENERGY& UTILITIES
Oil price slip hurts fundamentals of oil plays
Sector: PROPERTY & CONSTRUCTION - ITD
ITD-UNIQ-STEC win the Green line
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    (Eng) Please click here, for articles posted before 06/09/07
 
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