สรุปหุ้นเด่นทางพื้นฐาน (11/07/68)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -11 ก.ค. 68 9:32: น. บล.กรุงศรี หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ SCC 175 กำไรสุทธิ2Q25F ที่มีแนวโน้มเป็นจุดสูงสุดปี+321%y-y, + 1321%q-q จากกำไรพิเศษก้อนใหญ่ (ส่วนใหญ่ non-cash) หากตัดออก กำไรปกติโตสูง 246%q-q ฟื้นทั้งอัตรากำไรของธุรกิจซีเมนต์และปิโตรเคมีรวมถึงมีปันผลมาหนุน PTTGC 28 มุมมอง 2Q25F ขาดทุนน้อยลง q-q ผสานแนวโน้ม 2H25F มีปัจจัยบวกทยอยเข้มาหนุน i) การลดค่าใช้จ่ายคงที่ของธุรกิจปิโตรเคมีจะทยอยดีขึ้นอีกใน 2Q-2H25F ii)แรงหนุนของ feedstock ราคาต่ำอย่าง Ethane

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