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Yim CGS-CIMB
Amporn Ajcharanukul
48 episodes
1 day ago
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Investing
Business
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Hello
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Investing
Business
Episodes (20/48)
Yim CGS-CIMB
Siwtch out fr Centel to SHR. Pttep stiill room to rise further.
❤️❤️❤️
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4 years ago
7 minutes 53 seconds

Yim CGS-CIMB
(+) The SET more diversified to cheaper ones. (+) hmpro synex tvo, (-) tkn beauty.
❤️
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4 years ago
8 minutes 4 seconds

Yim CGS-CIMB
Mtc in lined, prefer bank more upside, Ktc 10%below in core, pR9 21 beat, Bts 10% beat Vgi (+)2022.
❤️❤️❤️ OR results due today.
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4 years ago
8 minutes 17 seconds

Yim CGS-CIMB
OR impact the SET slightly. WHA good biz outlook this yr and strong profit 4q. Jasif in lined.
LPN reduced maintaied.
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4 years ago
8 minutes 37 seconds

Yim CGS-CIMB
Irpc results beat up but outlook weaker, intuch in lined, petchem spreads update , previews amata +
Preview Delta (+)
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4 years ago
7 minutes 35 seconds

Yim CGS-CIMB
BBL u/g core EPS 13.5% 2021. BTS resumed civerage ADD to bt 13.30, 40% upside. GlLOBA & DOHOME (+)
❤️❤️
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4 years ago
6 minutes 28 seconds

Yim CGS-CIMB
DTAC key takaways from meeting w new CFO (+). Construction (OW). BBL guided (+)
❤️❤️❤️
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4 years ago
9 minutes 7 seconds

Yim CGS-CIMB
MTC tp u/g to bt73, CPN 4qpreview weaker tgsn prior expect 2q21 recovery.
WHA set rev +30% was in line.
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4 years ago
6 minutes 40 seconds

Yim CGS-CIMB
Pttep missed all estimated, d/g to Hold. Pttgc’s modification crakcker 2 seen unjustified. Osp weak
❤️❤️
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4 years ago
7 minutes 40 seconds

Yim CGS-CIMB
CBG (+) exclusive talks w CEO. SCC (hold) higher cost dragged, scgp outlook challenging. Intuch(d/g
Previews hospitals (uw).
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4 years ago
9 minutes 53 seconds

Yim CGS-CIMB
Bank results better than feared, CPN outlook good and cheap valuation, Tkn brighter year 21, Gfpt(-)
🙏🙏🙏
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4 years ago
7 minutes 9 seconds

Yim CGS-CIMB
Ap upside risk on dps. Tusco in line, previews: (*) cpf, (-) true but outlook improve
❤️❤️
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4 years ago
7 minutes 20 seconds

Yim CGS-CIMB
4q preview; (-) cpall (+) MC but sluggish outlook near term. Bch (+) higher high C-19 tests
Osp cbg earnings may weaker. US did military blacklist Xiaomi n Cnooc , (+) hana, pttep.
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4 years ago
8 minutes 28 seconds

Yim CGS-CIMB
U/g Hana Pttgc Sprc & Top
Energy preferances: Ptt pttep pttgc sprc top . Unnamed stocks are not attractive.
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4 years ago
7 minutes 28 seconds

Yim CGS-CIMB
Delta taiwan is a better pick for regional. Centel impairment concerns drag
Set (+): regulator’s action seen compromising, f inflows (+), interesting laggards: Prop, IE, hospitals, commerce.
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4 years ago
9 minutes 26 seconds

Yim CGS-CIMB
(+) oil n gas, refinery, chemical
(+) wha & ais ( buy tp 220)
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4 years ago
5 minutes 47 seconds

Yim CGS-CIMB
SET น่าจะทะลุ ไฮก่อนหน้า 1503 ก่อนสิ้นปี มีโอกาสเห็นการปรับตัวช่วงสั้นๆ
Less liquid sticks gained market attentionS, Delta, Bay. (-) triggers watched: warning or investigations, outflows or even par split.
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4 years ago
5 minutes 28 seconds

Yim CGS-CIMB
Set in upward move despite hiccups
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.💪💪
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4 years ago
6 minutes 53 seconds

Yim CGS-CIMB
Set index u/g to 1520 from 1400, 20x per 22 from 18x. Eps +30% to bt65 led by construction petchem
WHA 4q Npat upside 7% from 253 landsold in VN, ADD
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4 years ago
5 minutes 19 seconds

Yim CGS-CIMB
Foreign flows to continue? Vaccine play to slow, shifted to good earning stocks.
Results(+) PTT, GFPT. In line AP, QH, SPALI, MAKRO. (-) TKN KCE
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4 years ago
8 minutes 17 seconds

Yim CGS-CIMB
Hello