Kaohoon Online has selected stocks with a high-growth potential for investors to consider on February 3, 2022.
Maybank Securities (Thailand) (MST) has given a “BUY” recommendation on Hana Microelectronics Public Company Limited (SET: HANA) with a target price at ฿102.00/share.
MST expected HANA’s 4Q21 earnings to return to growth from oders remaining high in both the auto & mobile industries and continuing into 1H22. This combined with the extension into the energy management system of EV Cloud, 5G, which has a lot of growth opportunities. Contrary to the stock price has dropped considerably in the past, this is an opportunity to collect the securities.
KGI Securities has given an “Outperform” rating on Sunsweet Public Company Limited (SET: SUN) with a target price at ฿8.40/share.
KGI Securities expected SUN to report a 4Q21 net profit of 54 million baht (+36% YoY, +1% QoQ). Earnings should be backed by continuous export demand and depreciation of the Thai baht. KGI Securities revised up its 2021F net profit forecast by 5% to 197 million baht in the back of stronger than previously forecast 4Q21F earnings.
KGI Securities reiterated its positive view on SUN and maintained a 2022F net profit forecast at 288 million baht (+46% YoY). Stronger growth should be driven by 1) 12% revenue increase on the back of the capacity expansion for ready-to0ear products, and 2) 65 million baht lower in FX loss.
