2026-08-11T12:57:38

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Sector Report (EN)

  • 23
    Jul 2026
    23/07/2026
    Thailand Banks - Resilient earnings, Improving outlook
    BBL,KBANK, KTB, SCB, TTB,KKP, TISCO
  • 13
    Jul 2026
    13/07/2026
    Thailand Property - 2Q26 Presales Supported by a Low Base
    AP, ASW, ORI, SC, SIRI, SPALI
  • 09
    Jul 2026
    09/07/2026
    Thailand Aviation - Middle East tensions; aviation view unchanged
    AOT, BA, THAI, AAV
  • 30
    Jun 2026
    30/06/2026
    Thailand Property - Property Fee Cuts Extended by One Year
    AP, ASW, BRI, ORI, SC, SIRI, SPALI
  • 25
    Jun 2026
    25/06/2026
    Thailand Utilities - The winners of Direct PPA, New PDP and DC boom
    GULF, GPSC, RATCH, EGCO, BGRIM, BCPG, CKP, WHAUP
  • 22
    Jun 2026
    22/06/2026
    Thailand Banks - 2Q26E earnings to ease on NIM compression and softer Non-NII
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB
  • 19
    Jun 2026
    19/06/2026
    Thailand Construction Services - Catalysts Falling Into Place
    CK, STECON, PYLON, SEAFCO
  • 11
    Jun 2026
    11/06/2026
    Thailand Finance Sector – Truck - Truck recovery underway, but headwinds persist
    ASK, THANI
  • 10
    Jun 2026
    10/06/2026
    Thailand Shipping - Freights stay supportive; PRM remains our top pick
    PSL, TTA, PRM
  • 05
    Jun 2026
    05/06/2026
    Thailand Commerce - Sector’s earnings remain in healthy momentum
    CPALL, CPAXT, BJC, CRC, COM7, SYNEX, HMPRO, GLOBAL, MRDIYT, DOHOME