CGS-CIMB Securities reveals 12 stocks. Value Play is still cheap and has high upside after the market hit a new high this year. to gradually collect While Asia Plus recommends 15 anti-Covid stocks. Escape the market volatility for a short time
CGS-CIMB recommends 12 good stocks with low price-high upside.
CGS-CIMB Securities revealed through the analysis that With the market rallying to a new year’s high of 1,658.60 yesterday (24 Nov. 21), we’re screening value play stocks (still cheap, high upside, compared to market adjusters). (+13.8% YTD) Attractive from Bloomberg consensus database using criteria 1) Over 20% upside 2) More than 5 analysts study 3) Most analysts recommend BUY OVER. Over 70% and 4) The current stock price is below or near the lowest analyst-provided target price. There will be interesting stocks consisting of
1.SHR has a 42% upside from the average target price of 4.95 baht (Buy/Hold/Sell : 7/0/0)
2. ICHI has a 36% upside from the average target price of 14.80 baht (Buy/Hold/Sell : 7/0/0)
3.IVL has a 33% upside from the average target price of 54.27 baht (Buy/Hold/Sell : 19/2/0)
4.PTT has a 33% upside from the average target price of 49.08 baht (Buy/Hold/Sell : 23/3/0)
5.GLOBAL has a 30% upside from the average target price of 26.30 baht (Buy/Hold/Sell : 12/3/1).
6.TU has an upside of 29% from an average target price of 24.96 baht (Buy/Hold/Sell : 16/5/1).
7. BTS has an upside of 28% from an average target price of 12.30 baht (Buy/Hold/Sell : 14/2/0)
8.EPG has an upside of 27% from an average target price of 14.88 baht (Buy/Hold/Sell : 8/2/0)
9.SCC has an upside of 26% from an average target price of Bt494 (Buy/Hold/Sell: 23/4/0)
10.SAPPE has an upside of 24% from the average target price of 33.67 baht (Buy/Hold/Sell : 6/0/0)
11.PTTGC has an upside of 22% from the average target price of 73.73 baht (Buy/Hold/Sell : 19/8/0)
12.PTTEP has an upside of 21% from the average target price of 142.68 baht (Buy/Hold/Sell : 24/2/1).
ASPS recommends 15 anti-Covid stocks escape short-term volatility
Securities analysis from Asia Plus Securities indicated that the global stock market has returned to fluctuate. from concerns about the spread of the coronavirus in Europe Until a number of countries resumed the lockdown measures, while in the country the baht began to depreciate. Fund flow slowed inflows. which is consistent with past covid epidemic events When the epidemic is heavy, such as the 2nd, 3rd, 4th wave, used to put pressure on the SET Index, adjusted the average base around -5% and Fund Flow flows out of the stock market every time.
However, when the SET Index has adjusted its base strongly due to concerns about COVID-19 There are still a number of stocks that can outperform the market, including:
1. Individual boosters during the COVID-19 PERSON group (rubber glove stocks), HELTH (Covid testing, treatment, alternative vaccines), PKG (more packaging use).
2. Groups based on global economic recovery STEEL, CONMAT, AUTO, AGRI raw material prices increase
3. ETRON, ICT Technology Group: Trends for Adapting to COVID as a catalyst for the use of technology and more long-distance communication
Today’s Toppicks choose INSET, ADVANC, BANPU.
In addition, the research department Still looking for a list of stocks that are often resistant to Covid and the current Valuation is still interesting. through the following conditions:
1. Make a better average return during the covid wave 2,3,4 than SET (>-5%)
2. Prices have fallen from their peak this year by more than 10%.
3. Research Department recommends ‘Buy’ and upside is open with results. Recommend 15 anti-Covid stocks. Avoid short-term fluctuations as follows:
1. ASK gave Fair Vaule 46 baht. Upside 17%.
2. INSET Fair Vaule 8.80 บ. Upside 54%
3. SCGP Fair Vaule 70 บ. Upside 9%
4. BCH Fair Vaule 24.93 บ.Upside 25%
5. NER Fair Vaule 10.20 บ. Upside 36%
6. VNG Fair Vaule 11.50 บ. Upside 27%
7. INTUCH Fair Vaule 92.40 บ. Upside 17%
8. TMT Fair Vaule 12.90 บ. Upside 25%
9. DOHOME Fair Vaule 30.70บ. Upside 28%
10. SFT Fair Vaule 8.20 บ. Upside 23%
11. STGT Fair Vaule 40 บ. Upside 48%
12. DCC Fair Vaule 3.69 บ. Upside 29%
13. SCC Fair Vaule 500 บ. Upside 27%
14 . SPVI Fair Vaule 8.33 บ. Upside 27%
15. STA Fair Vaule 41 บ. Upside 39%
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