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Today's Report

  • Sawasdee – April 19, 2021

    The SET will rebound further but wider spread of COVID-19 may curtail the rise

    Market outlook & strategy
    The SET should rebound further as the government said it will not impose a national lockdown or curfew, relieving concerns about heavier economic damage. At the same time, the continued jump in new COVID-19 cases daily is souring the investment mood and limiting the rise to resistances of 1,554 and 1,564. We assign supports at 1,538 and 1,530. For core portfolios we suggest putting 25% in stocks when the market consolidates at 1,500. Speculation should be focused on stocks with a catalyst.
     
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    Company analysis
    BCH – Expect strong 1Q21F – Outperform
    DTAC – Expect soft 1Q21F results – Neutral
    TOP – Core profit expected to improve QoQ in 1Q21F – Downgrade to Neutral
     
     
     

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Morning Voice - April 19, 2021

Word focus

Dividend yield The dividend yield is the total yearly payments divided by the principal value of the preferred share