สรุปหุ้นเด่นทางพื้นฐาน (26/11/68)

efinAI

สำนักข่าวอีไฟแนนซ์ไทย- -26 พ.ย. 68 9:41: น. บล.กรุงศรี หุ้น ราคาพื้นฐาน(บาท) คำแนะนำ/ประเด็นที่สำคัญ CBG 58 เราคาดกำไรงวด 4Q25F จะเป็นไตรมาสที่ดีที่สุดของปี ขณะที่ข้อมูลล่าสุดที่ประชุมมีสัญญาณบวกการตั้งเป้าหมายเติบโตปี 2026F ในเชิงรุก ทั้งการเพิ่มส่วนแบ่งตลาดภายในประเทศ รวมถึง Downside ธุรกิจกัมพูชาที่มีแนวโน้มต่ำกว่าคาด รวมถึง Upside ความร่วมมือฝั่งจีน GULF 59 คาดกำไรปกติ 4Q25F เติบโต y-y, q-q และกลับไปทำ All time high หนุนด้วย i) ส่วนแบ่งกำไรของ ADVANC ปรับตัวเพิ่มขึ้นตามปัจจัยฤดูกาลซึ่งเป็นจุดพีคของปี

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