บทวิเคราะห์ (Research)

HANA : No signs of recovery in 3Q24 We are cautious of HANA following the analyst briefing yesterday. The company guided for revenue to be flat or rise slightly qoq in 3Q24. And, we see risk of weaker GPM because of a stronger Thai baht, which suggests earnings could be flat or slip qoq, and tumble yoy. There is downside risk to our FY24F profit. Maintain NEUTRAL rating and Bt38.50 TP.