Stocks in Focus on August 2, 2021: GLOBAL and DTAC
Stocks in Focus on July 2, 2021: GLOBAL (Maybank Kim Eng Securities TP at ฿27.00/share) and DTAC (Krungsri Securities TP at ฿57.00/share). 
Stocks in Focus on July 2, 2021: GLOBAL (Maybank Kim Eng Securities TP at ฿27.00/share) and DTAC (Krungsri Securities TP at ฿57.00/share). 
2 ส.ค. 2564

Kaohoon Online has selected stocks with a high-growth potential for investors to consider on August 2, 2021.
 
Maybank Kim Eng Securities (Thailand) (MBKET) has given a “BUY” recommendation on Siam Global House Public Company Limited (GLOBAL) with a target price at ฿27.00/share.
MBKET stated that GLOBAL’s 2Q21 earnings was better than expected, while also making a record high as well. The increase was due to its sales growth and higher gross profit margin. The analyst stated that even though GLOBAL’s performance is expected to slowdown in 2H21 due to seasonality and the impact from lockdown measures, GLOBAL’s growth this year would still grow significantly as the company is focusing on selling products with high margins.
 
Krungsri Securities (KSS) has given a “BUY” recommendation on Total Access Communication Public Company Limited (DTAC) with a target price at ฿57.00/share.
KSS maintained its “BUY” call on DTAC even with the surge in share price for three reasons: (i) improving network quality would help them to get back subs, especially prepaid; (ii) recovering earnings, and (iii) it offers high dividend yield. KSS stated that it will not speculate if Telenor will sell its stake in DTAC, but its research suggests it is a strategic asset in Telenor’s portfolio. Hence, any decision would likely benefit DTAC’s minority shareholders.