SCBS 19/5/2565 : Today IPO FTI Bt 2.50 trading in SET/Home water treatment***Outperform GULF BJC TIDLOR vs Neutral GPSC TRUE SIRI BANPU NRF CENTEL*** GS forecast 3m/6m/12m for Brent at $125/$125/$115, Aluminum at $3100/$3600/$4000, Copper at $10,000/$12,000/$13,000, Golds at $2300/$2500/$2500.

GS Neutral BDMS tp Bt 26.80 based on 21.3x EV/Ebitda (5Y historical average). largest private hospital operator with high margin stability and forward ROE of 11-12%. With current valuations of 22x/20x FY22/23 EV/Ebitda close to its 5Y historical average,

IPO FTI 130 ล้านหุ้น/SET/Consumer /HOME มูลค่าที่ตราไว้หุ้นละ 1 บาท โดยเสนอขายในราคาหุ้นละ 2.50 บ

ประกอบธุรกิจนำเข้า ประกอบผลิตและจำหน่ายผลิตภัณฑ์เกี่ยวกับระบบบำบัดน้ำ (Water Treatment) ครบวงจร

SCBS Research : Outperform GULF BJC TIDLOR vs Neutral GPSC TRUE SIRI BANPU NRF CENTEL

BJC raised 2022F Earnings by +10%, to +46% YoY growth. Maintain Outperform TP raised to Bt44.0 (from Bt41.0).

TIDLOR: Key takeaways from analyst meeting*** Outperform rating with an unchanged TP of Bt42.

Analyst meeting 19/5/2565 : 10.00 MINT U /11.00 BA /14.00 IRPC