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17Sep 202417/09/2024Thailand Hotels - RevPAR resilient and rising in 3Q24AWC, MINT, CENTEL, ERW, SHR, DUSIT, BEYOND
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12Sep 2024
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04Sep 202404/09/2024Thailand Commerce - Negative SSSG in Jul & Aug, but sustained growth for staplesCPALL, CPAXT, BJC, COM7, CRC, ILM, HMPRO, GLOBAL, DOHOME
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03Sep 202403/09/2024Thailand Asset Management Companies - Charting the direction in 2H24MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
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27Aug 202427/08/2024Thailand Auto Title Sector - Title loans remain our preference in 2H24MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
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22Aug 202422/08/2024Thailand Banks - Loan growth still contracted slightly in 7M24BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
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21Aug 2024
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05Aug 202405/08/2024Thailand Banks and Diversified Finance - Regulation changes overwhelm the near-term outlookBBL, KBANK, KKP, KTB, SCB, TISCO, TTB, MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
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23Jul 202423/07/2024Thailand Banks - 2Q24 profit in line; asset quality deterioratedBBL, KBANK, KTB, SCB, TTB, KKP, TISCO
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15Jul 2024
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17Sep 202417/09/2024Thailand Hotels - RevPAR resilient and rising in 3Q24AWC, MINT, CENTEL, ERW, SHR, DUSIT, BEYOND
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12Sep 2024
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04Sep 202404/09/2024Thailand Commerce - Negative SSSG in Jul & Aug, but sustained growth for staplesCPALL, CPAXT, BJC, COM7, CRC, ILM, HMPRO, GLOBAL, DOHOME
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03Sep 202403/09/2024Thailand Asset Management Companies - Charting the direction in 2H24MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
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27Aug 202427/08/2024Thailand Auto Title Sector - Title loans remain our preference in 2H24MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
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22Aug 202422/08/2024Thailand Banks - Loan growth still contracted slightly in 7M24BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
-
21Aug 2024
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05Aug 202405/08/2024Thailand Banks and Diversified Finance - Regulation changes overwhelm the near-term outlookBBL, KBANK, KKP, KTB, SCB, TISCO, TTB, MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
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23Jul 202423/07/2024Thailand Banks - 2Q24 profit in line; asset quality deterioratedBBL, KBANK, KTB, SCB, TTB, KKP, TISCO
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15Jul 2024
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