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29 Jul 10:43 AM
BDMS - Buy
Expecting flat earnings growth

? Maintain BUY with DCF-based TP of THB23, implying 38x PER, 7x P/BV for FY15F. Long-term growth is still intact. ? Utilisation in 2Q15 was 61% (vs 66% in 1Q15, 63% in 2Q14) with 18% added capacities (10 hospitals). OPD/IPD traffic should increase 11%/13% YoY. Price growth rates flat. ? Although we expect operating revenue to grow 12% YoY, we forecast 2Q15 recurring net profit will fall 35% QoQ

DCC - Trading Buy
Impressive 2Q15 driven by lower costs
SAT - Buy
2Q profit will slump then speed up in 2H
SPA - Buy
Healthy profit with exciting opportunities
Thailand Banks : Review: 2Q likely marked bottom
Sector: ปิโตรเคมีและเคมีภัณฑ์ (Not Available in EN Version)
Petrochemical Price Update : เริ่มมองข้ามสู่ 3Q58 ที่อาจถูกกระทบจากขาดทุนสต๊อก
BEAUTY - Trading Buy
An addiction to BEAUTY boosting growth
WICE - Not Rated (Not Available in EN Version)
In line results
CPF - Buy
Acquisition in Russia to strengthen growth
PS - Buy
Strong QoQ growth in 2Q15
TCAP - Hold
Stability at the expense of earnings
2Q15 to be worst in 2015
TSTH - Sell
Small profit recovery in 1Q15/16, outlook still dull
SIM - Trading Buy
Hope for its new business model
BIGC - Trading Buy
2Q15 earnings beat market estimate
TOP - Trading Buy
Strong 2Q15 profit but watch out in 2H15
ERW - Buy
Expect smallest loss in 2Q since 2009
KTB - Buy
Outlook is brighter
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