PWL
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
AWC Asset World Corp ฿2.96n/aintrinsic discount 10.4%7D 41.0%3M The author hasn't set a fair value for AWC | ||||||
CPN Central Pattana ฿69.00n/aintrinsic discount 7.0%7D 11.3%3M The author hasn't set a fair value for CPN | ||||||
SPRC Star Petroleum Refining ฿11.10n/aintrinsic discount 5.7%7D 51.0%3M The author hasn't set a fair value for SPRC | ||||||
CHG Chularat Hospital ฿1.59n/aintrinsic discount 5.3%7D 11.2%3M The author hasn't set a fair value for CHG | ||||||
GLOBAL Siam Global House ฿7.40n/aintrinsic discount 5.0%7D 11.3%3M The author hasn't set a fair value for GLOBAL | ||||||
GOOGL Alphabet US$333.66n/aintrinsic discount 4.4%7D -13.5%3M The author hasn't set a fair value for GOOGL | ||||||
HENG Heng Leasing and Capital ฿0.97n/aintrinsic discount 3.2%7D 12.8%3M The author hasn't set a fair value for HENG | ||||||
CPNREIT CPN Retail Growth Leasehold REIT ฿13.40n/aintrinsic discount 3.1%7D 9.8%3M The author hasn't set a fair value for CPNREIT | ||||||
AMATA Amata Corporation ฿29.00n/aintrinsic discount 2.7%7D 40.8%3M The author hasn't set a fair value for AMATA | ||||||
BCH Bangkok Chain Hospital ฿10.30n/aintrinsic discount 2.0%7D 10.8%3M The author hasn't set a fair value for BCH | ||||||
SAV Samart Aviation Solutions ฿11.30n/aintrinsic discount 1.8%7D 6.6%3M The author hasn't set a fair value for SAV | ||||||
KTB Krung Thai Bank ฿44.25n/aintrinsic discount 1.7%7D 34.1%3M The author hasn't set a fair value for KTB | ||||||
CREDIT Thai Credit Bank ฿23.70n/aintrinsic discount 1.7%7D 25.4%3M The author hasn't set a fair value for CREDIT | ||||||
SCGP SCG Packaging ฿30.50n/aintrinsic discount 1.7%7D 22.0%3M The author hasn't set a fair value for SCGP | ||||||
KBANK Kasikornbank ฿244.00n/aintrinsic discount 1.7%7D 25.8%3M The author hasn't set a fair value for KBANK | ||||||
HMPRO Home Product Center ฿6.50n/aintrinsic discount 1.6%7D 7.4%3M The author hasn't set a fair value for HMPRO | ||||||
SC SC Asset Corporation ฿2.02n/aintrinsic discount 1.5%7D 1.0%3M The author hasn't set a fair value for SC | ||||||
BAM Bangkok Commercial Asset Management ฿6.90n/aintrinsic discount 1.5%7D -6.8%3M The author hasn't set a fair value for BAM | ||||||
TTB TMBThanachart Bank ฿3.0628.6% overvalued intrinsic discount 1.3%7D 35.4%3M | ||||||
ADVANC Advanced Info Service ฿380.003.7% undervalued intrinsic discount 1.1%7D 11.8%3M | ||||||
SINGER Singer Thailand ฿11.90n/aintrinsic discount 0.8%7D 118.3%3M The author hasn't set a fair value for SINGER | ||||||
AOT Airports of Thailand ฿63.75n/aintrinsic discount 0.4%7D 24.4%3M The author hasn't set a fair value for AOT | ||||||
TCCC Thai Central Chemical ฿28.00n/aintrinsic discount 0%7D -20.0%3M The author hasn't set a fair value for TCCC | ||||||
GULFI Gulf Energy Development ฿49.75n/aintrinsic discount 0%7D -12.3%3M The author hasn't set a fair value for GULFI | ||||||
BCP Bangchak Corporation ฿44.75n/aintrinsic discount -0.6%7D 25.2%3M The author hasn't set a fair value for BCP | ||||||
PTTEP PTT Exploration and Production ฿149.00n/aintrinsic discount -0.7%7D -3.2%3M The author hasn't set a fair value for PTTEP | ||||||
TISCO TISCO Financial Group ฿128.50n/aintrinsic discount -1.2%7D 17.4%3M The author hasn't set a fair value for TISCO | ||||||
SCB SCB X ฿153.003.0% overvalued intrinsic discount -1.3%7D 16.8%3M | ||||||
KTC Krungthai Card ฿38.25n/aintrinsic discount -1.9%7D 30.8%3M The author hasn't set a fair value for KTC | ||||||
BAY Bank of Ayudhya ฿40.50n/aintrinsic discount -2.4%7D 42.1%3M The author hasn't set a fair value for BAY | ||||||
PTT PTT ฿38.502.6% undervalued intrinsic discount -2.5%7D 9.2%3M | ||||||
GUNKUL Gunkul Engineering ฿5.05n/aintrinsic discount -2.9%7D 72.9%3M The author hasn't set a fair value for GUNKUL | ||||||
BGRIM B.Grimm Power ฿18.80n/aintrinsic discount -3.6%7D 45.7%3M The author hasn't set a fair value for BGRIM | ||||||
GPSC Global Power Synergy ฿51.75n/aintrinsic discount -5.0%7D 48.9%3M The author hasn't set a fair value for GPSC | ||||||
PTTGC PTT Global Chemical ฿36.75n/aintrinsic discount -7.5%7D -7.0%3M The author hasn't set a fair value for PTTGC |
Watching
50
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
AWC Asset World Corp 10.4%7D 41.0%3M | ฿2.96 n/aintrinsic discount | The author hasn't set a fair value for AWC | PE 14.8x | E -7.7% | ฿2.46 | |
BA Bangkok Airways 9.6%7D 43.7%3M | ฿19.40 n/aintrinsic discount | The author hasn't set a fair value for BA | PE 10.1x | E 3.7% | ฿20.01 | |
CPN Central Pattana 7.0%7D 11.3%3M | ฿69.00 n/aintrinsic discount | The author hasn't set a fair value for CPN | PE 15.8x | E 5.5% | ฿73.79 | |
SPRC Star Petroleum Refining 5.7%7D 51.0%3M | ฿11.10 n/aintrinsic discount | The author hasn't set a fair value for SPRC | PE 5.2x | E -26.3% | ฿9.89 | |
CHG Chularat Hospital 5.3%7D 11.2%3M | ฿1.59 n/aintrinsic discount | The author hasn't set a fair value for CHG | PE 18.4x | E 5.0% | ฿1.76 | |
QH Quality Houses 5.1%7D 7.4%3M | ฿1.45 n/aintrinsic discount | The author hasn't set a fair value for QH | PE 8.6x | E 6.0% | ฿1.35 | |
GLOBAL Siam Global House 5.0%7D 11.3%3M | ฿7.40 n/aintrinsic discount | The author hasn't set a fair value for GLOBAL | PE 19.3x | E 6.6% | ฿7.81 | |
GOOGL Alphabet 4.4%7D -13.5%3M | US$333.66 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 16.7x | E -0.8% | US$426.95 | |
CPALL CP ALL 3.2%7D 10.3%3M | ฿48.00 n/aintrinsic discount | The author hasn't set a fair value for CPALL | PE 14.6x | E 7.0% | ฿61.81 | |
HENG Heng Leasing and Capital 3.2%7D 12.8%3M | ฿0.97 n/aintrinsic discount | The author hasn't set a fair value for HENG | PE 82.7x | S n/a | n/a | |
CPNREIT CPN Retail Growth Leasehold REIT 3.1%7D 9.8%3M | ฿13.40 n/aintrinsic discount | The author hasn't set a fair value for CPNREIT | PE 14.4x | E 1.5% | ฿12.09 | |
AMATA Amata Corporation 2.7%7D 40.8%3M | ฿29.00 n/aintrinsic discount | The author hasn't set a fair value for AMATA | PE 9x | E 1.9% | ฿31.23 | |
COM7 Com7 2.5%7D 33.8%3M | ฿30.50 n/aintrinsic discount | The author hasn't set a fair value for COM7 | PE 16.7x | E 7.9% | ฿31.89 | |
BCH Bangkok Chain Hospital 2.0%7D 10.8%3M | ฿10.30 n/aintrinsic discount | The author hasn't set a fair value for BCH | PE 20.3x | E 5.9% | ฿11.40 | |
SAV Samart Aviation Solutions 1.8%7D 6.6%3M | ฿11.30 n/aintrinsic discount | The author hasn't set a fair value for SAV | PE 13.2x | E 8.6% | ฿16.13 | |
KTB Krung Thai Bank 1.7%7D 34.1%3M | ฿44.25 n/aintrinsic discount | The author hasn't set a fair value for KTB | PE 12.4x | E 2.1% | ฿44.65 | |
CREDIT Thai Credit Bank 1.7%7D 25.4%3M | ฿23.70 n/aintrinsic discount | The author hasn't set a fair value for CREDIT | PE 6.7x | E 10.6% | ฿27.50 | |
SCGP SCG Packaging 1.7%7D 22.0%3M | ฿30.50 n/aintrinsic discount | The author hasn't set a fair value for SCGP | PE 21.7x | E 9.8% | ฿33.01 | |
KBANK Kasikornbank 1.7%7D 25.8%3M | ฿244.00 n/aintrinsic discount | The author hasn't set a fair value for KBANK | PE 11.4x | E 4.3% | ฿253.51 | |
HMPRO Home Product Center 1.6%7D 7.4%3M | ฿6.50 n/aintrinsic discount | The author hasn't set a fair value for HMPRO | PE 14.2x | E 4.9% | ฿7.13 | |
SC SC Asset Corporation 1.5%7D 1.0%3M | ฿2.02 n/aintrinsic discount | The author hasn't set a fair value for SC | PE 5.6x | E 6.3% | ฿2.26 | |
BAM Bangkok Commercial Asset Management 1.5%7D -6.8%3M | ฿6.90 n/aintrinsic discount | The author hasn't set a fair value for BAM | PE 12.3x | E 4.3% | ฿7.30 | |
TTB TMBThanachart Bank 1.3%7D 35.4%3M | ฿3.06 28.6% overvalued intrinsic discount | PE 12.6x | E -3.1% | ฿2.83 | ||
ADVANC Advanced Info Service 1.1%7D 11.8%3M | ฿380.00 3.7% undervalued intrinsic discount | PE 22.2x | E 5.4% | ฿401.58 | ||
AAV Asia Aviation 1.0%7D 0%3M | ฿1.06 n/aintrinsic discount | The author hasn't set a fair value for AAV | PE 7.6x | E 11.0% | ฿1.12 | |
SINGER Singer Thailand 0.8%7D 118.3%3M | ฿11.90 n/aintrinsic discount | The author hasn't set a fair value for SINGER | PE 39x | E 52.0% | ฿10.15 | |
SIRI Sansiri 0.7%7D 7.9%3M | ฿1.51 n/aintrinsic discount | The author hasn't set a fair value for SIRI | PE 6.2x | E 3.5% | ฿1.68 | |
SPALI Supalai 0.6%7D -1.9%3M | ฿15.90 n/aintrinsic discount | The author hasn't set a fair value for SPALI | PE 7.5x | E 7.6% | ฿17.26 | |
AOT Airports of Thailand 0.4%7D 24.4%3M | ฿63.75 n/aintrinsic discount | The author hasn't set a fair value for AOT | PE 50.3x | E 24.9% | ฿64.02 | |
BBL Bangkok Bank 0.3%7D 17.8%3M | ฿191.50 n/aintrinsic discount | The author hasn't set a fair value for BBL | PE 8.7x | E 4.0% | ฿195.80 | |
TASCO Tipco Asphalt 0%7D 3.7%3M | ฿14.00 n/aintrinsic discount | The author hasn't set a fair value for TASCO | PE 19.2x | E 9.9% | ฿16.32 | |
TCCC Thai Central Chemical 0%7D -20.0%3M | ฿28.00 n/aintrinsic discount | The author hasn't set a fair value for TCCC | PE 22.3x | S n/a | n/a | |
GULFI Gulf Energy Development 0%7D -12.3%3M | ฿49.75 n/aintrinsic discount | The author hasn't set a fair value for GULFI | PE 32.1x | E 14.3% | ฿64.63 | |
SPTX SPT X 0%7D 0%3M | ฿0.01 n/aintrinsic discount | The author hasn't set a fair value for SPTX | PS 14.7x | S n/a | n/a | |
CPAXTT CP Axtra 0%7D 20.4%3M | ฿32.50 n/aintrinsic discount | The author hasn't set a fair value for CPAXTT | PE 35.8x | E 15.9% | ฿35.72 | |
BBGI BBGI 0%7D 21.4%3M | ฿5.05 n/aintrinsic discount | The author hasn't set a fair value for BBGI | PE 17.4x | E 30.7% | ฿5.80 | |
BCP Bangchak Corporation -0.6%7D 25.2%3M | ฿44.75 n/aintrinsic discount | The author hasn't set a fair value for BCP | PE 9.5x | E 12.8% | ฿45.09 | |
PTTEP PTT Exploration and Production -0.7%7D -3.2%3M | ฿149.00 n/aintrinsic discount | The author hasn't set a fair value for PTTEP | PE 10.3x | E 2.9% | ฿164.00 | |
TISCO TISCO Financial Group -1.2%7D 17.4%3M | ฿128.50 n/aintrinsic discount | The author hasn't set a fair value for TISCO | PE 15x | E 3.1% | ฿116.13 | |
SEAOIL Sea Oil -1.2%7D -5.7%3M | ฿3.32 n/aintrinsic discount | The author hasn't set a fair value for SEAOIL | PE 8.7x | S n/a | n/a | |
SCB SCB X -1.3%7D 16.8%3M | ฿153.00 3.0% overvalued intrinsic discount | PE 11.8x | E 5.0% | ฿156.05 | ||
KTC Krungthai Card -1.9%7D 30.8%3M | ฿38.25 n/aintrinsic discount | The author hasn't set a fair value for KTC | PE 11.6x | E 2.7% | ฿41.71 | |
EA Energy Absolute -2.0%7D 10.6%3M | ฿2.92 n/aintrinsic discount | The author hasn't set a fair value for EA | PS 1.7x | E 74.6% | ฿1.00 | |
BAY Bank of Ayudhya -2.4%7D 42.1%3M | ฿40.50 n/aintrinsic discount | The author hasn't set a fair value for BAY | PE 9.1x | E 8.2% | ฿43.83 | |
PTT PTT -2.5%7D 9.2%3M | ฿38.50 2.6% undervalued intrinsic discount | PE 11.9x | E 6.1% | ฿39.62 | ||
GUNKUL Gunkul Engineering -2.9%7D 72.9%3M | ฿5.05 n/aintrinsic discount | The author hasn't set a fair value for GUNKUL | PE 23.4x | E 15.3% | ฿5.07 | |
BGRIM B.Grimm Power -3.6%7D 45.7%3M | ฿18.80 n/aintrinsic discount | The author hasn't set a fair value for BGRIM | PE 59.6x | E 33.8% | ฿18.79 | |
WHA WHA Corporation -4.7%7D 8.5%3M | ฿4.86 n/aintrinsic discount | The author hasn't set a fair value for WHA | PE 15.9x | E 6.4% | ฿5.16 | |
GPSC Global Power Synergy -5.0%7D 48.9%3M | ฿51.75 n/aintrinsic discount | The author hasn't set a fair value for GPSC | PE 20.9x | E 2.7% | ฿53.50 | |
PTTGC PTT Global Chemical -7.5%7D -7.0%3M | ฿36.75 n/aintrinsic discount | The author hasn't set a fair value for PTTGC | PS 0.3x | E 67.1% | ฿38.29 |