Insights

Good Morning, Amarin

Today's Insights

3 recommendation upgrades
1 portfolio risk alert
Taiwan AI sector outlook positive
2 stocks in watchlist reported earnings

For You

Upgrade ADVANC

BUY TP +12%

Stronger earnings outlook and improving sector fundamentals.

Yuanta Research TH

Portfolio Alert AOT

Risk Detected

Analysts lowered near-term earnings forecast.

Impact: Medium

High Conviction DELTA

Opportunity

Upside +18%

Confidence High

Portfolio Insights

Health Score

Good

Upgraded Holdings

Stock at Risk

Watchlist Intelligence

CPALL

Target price raised

PTTEP

Oil outlook upgraded

SCB

Earnings tomorrow

Investment Themes

AI Infrastructure

NVDA, TSMC, DELTA

ASEAN Consumption

CPALL, CRC

Tourism Recovery

AOT, CENTEL

Cross-Border Intelligence

Taiwan Semiconductor Outlook

Surging demand for advanced packaging.

HANA KCE Thai Beneficiaries

Korean Battery Sector Update

Expansion in solid-state development.

EA GPSC ASEAN Opportunities

Market Opportunities

GULF

Energy & Utilities

+4.2% AI Score 92

BBL

Banking

+2.8% AI Score 88

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