บทวิเคราะห์ (Research)

BE8 : Earnings preview - Slow recovery in 3Q We estimate net profit at Bt48m for 3Q24F, falling 36% yoy due to a high base but improving 39% qoq. We have a mild negative view on the stock as earnings are recovering slower than we expected, prompting us to cut FY24F earnings by 16% to Bt173m (-32% yoy). We also downgraded BE8 to NEUTRAL (from Buy) but kept TP at Bt20.