Strategy
Gearing Up For Recovery Page 2
Cautiously optimistic in 2H21; investment strategy is skewed towards domestic
economic reopening and resilient global economic growth.
Update
Siam Cement (SCC TB/BUY/Bt420.00/Target: Bt545.00) Page 5
Expect 2Q21 earnings to remain strong on chemical spread and dividend income.
True Corporation (TRUE TB/BUY/Bt3.04/Target: Bt4.00) Page 8
2Q21 results preview: Expect operating loss to continue into 2Q21.