บทวิเคราะห์ (Research)

CCET : Strong outlook priced-in We project CCET would deliver the strongest earnings growth in the sector in 4Q24 and 2025. However, valuation is steep at 28x PER (+5SD of mean multiple) compared to 10-18x (-0.5SD of mean multiple) for peers. At this point, most of the positives have been priced-in and there is minimal upside potential.