Thailand Utilities - Impact from potential electricity price cut

Thailand Property - Unexciting 2Q results, but road to recovery in 2H

Thailand Banks - Unimpressive July 2023 net loans and deposits

Thailand Shipping - Long road to recovery

Thailand Banks - Positive tailwind from possible rate hikes

Thailand Banks - 2Q23 earnings beat our estimate by 4%

FSSIA - Thailand Banks - Concerns over asset quality prevail over positive rate hikes

Thailand Property - Sluggish 2Q23E presales and profit

Thailand Commerce - 2Q23 SSSG expected to grow at a slow rate

Thailand Refinery - Negative factors already priced in