Update
Bangkok Expressway and Metro (BEM TB/BUY/Bt7.85/Target: Bt9.30) Page 2
2Q21 results preview: Hampered by new wave of COVID-19 infections.


PTT Global Chemical (PTTGC TB/BUY/Bt58.50/Target: Bt76.00) Page 5
Positive view on buying Allnex; panic selling by PTTGC provides a buying opportunity.


SCGP (SCGP TB/BUY/Bt61.75/Target: Bt70.00) Page 8
Expect the strong earnings momentum to continue in 2H21 on the back of several merger & partnership deals.