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Thai Union Group
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Transformation And Marketing Efforts Will Drive Operational Efficiencies In The Future
Key Takeaways Strategic shifts in marketing and raw material management aim to enhance profitability by improving gross profit margins. Growth in the Ambient and PetCare categories, driven by premium offerings and rising demand, is expected to boost revenue.
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฿11.59
FV
10.3% undervalued
intrinsic discount
1.77%
Revenue growth p.a.
Set Fair Value
0
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4
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3 days ago
author updated this narrative
SCG Packaging
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Expanding Packaging And Healthcare Supplies Will Open International Markets
Key Takeaways SCGP's strategic expansion in consumer packaging and healthcare supplies aims to bolster revenue growth and improve earnings through domestic production capabilities. Diversification into ASEAN and international markets, coupled with U.S. expansion plans, positions the company to navigate global trade volatility and enhance long-term growth.
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฿17.99
FV
1.6% undervalued
intrinsic discount
6.29%
Revenue growth p.a.
Set Fair Value
1
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0
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2
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3 days ago
author updated this narrative
Mega Lifesciences
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expansion In Indonesia And Vietnam Will Fuel Emerging Wellness Markets
Key Takeaways Strategic expansion in high-growth markets and local manufacturing reduce operational risks and support sustainable revenue and margin growth. Diversified product pipeline and focus on preventive healthcare align with rising demand, driving consistent earnings momentum and unlocking higher value per unit.
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฿32.57
FV
10.2% undervalued
intrinsic discount
1.00%
Revenue growth p.a.
Set Fair Value
0
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0
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4
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3 days ago
author updated this narrative
Erawan Group
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
HOP INN Expansion In Thailand And Japan Will Increase Presence But High CapEx Poses Financial Risk
Key Takeaways Expansion in the budget segment with HOP INN hotels and new locations in Thailand and Japan is expected to drive substantial revenue growth. Focus on cost management and renovating luxury properties is anticipated to enhance margins and increase overall revenue and profitability.
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฿3.24
FV
31.5% undervalued
intrinsic discount
4.11%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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3 days ago
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Indorama Ventures
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Asset Rationalization And Digital Transformation Will Improve Efficiency
Key Takeaways Strategic asset rationalization and digital initiatives aim to improve efficiency, reduce costs, and boost EBITDA and margins positively. The focus on high-growth markets and sectors is expected to enhance revenue through new opportunities and optimize asset utilization.
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฿24.71
FV
13.8% undervalued
intrinsic discount
-1.07%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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3 days ago
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Minor International
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Expansion Into Indonesia, Italy, And Australia Will Boost Future Performance
Key Takeaways Strategic expansion into new markets and asset-light models are expected to drive substantial revenue growth without significant capital expenditure. Launch of new concepts and loyalty program expansions are anticipated to enhance brand recognition, profitability, and earnings through increased RevPAR and repeat business.
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฿35.97
FV
31.3% undervalued
intrinsic discount
-5.04%
Revenue growth p.a.
Set Fair Value
0
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0
users have commented on this narrative
2
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3 days ago
author updated this narrative
Bumrungrad Hospital
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Massachusetts General Brigham And Siemens CT Will Improve Patient Access
Key Takeaways Strategic partnerships and advanced technology are enhancing service offerings, potentially driving revenue growth through increased patient admissions and advanced diagnostic services. International outreach and improved e-visa processes are likely to expand the patient base and increase revenue from medical tourists and expatriates.
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฿196.55
FV
25.7% undervalued
intrinsic discount
3.88%
Revenue growth p.a.
Set Fair Value
0
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0
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1
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3 days ago
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TMBThanachart Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Shift To High-Yield Retail Loans And Digital Engagement Will Drive Future Profitability
Key Takeaways Strategic focus on high-yielding retail loans and ecosystems aims to enhance profitability and non-interest income growth. Leveraging digital capabilities for customer engagement and multi-product relationships is expected to improve fee income and operating efficiency.
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฿1.99
FV
4.8% undervalued
intrinsic discount
14.10%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
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3 days ago
author updated this narrative
Central Retail Corporation
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Khun Ty-san's Leadership And Vietnam Expansion Will Propel Earnings Growth
Key Takeaways Expansion in Vietnam through new malls and renovations aims to boost revenue and occupancy rates amid strong economic growth. Strategic focus on growth, operational efficiencies, and e-commerce integration could improve net margins and drive revenue.
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฿23.91
FV
12.2% undervalued
intrinsic discount
1.74%
Revenue growth p.a.
Set Fair Value
0
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0
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1
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3 days ago
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