2026-10-11T08:40:29

บทวิเคราะห์

Sector Report (EN)

  • 22
    Jun 2026
    Thailand Banks - 2Q26E earnings to ease on NIM compression and softer Non-NII
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB
  • 19
    Jun 2026
    Thailand Construction Services - Catalysts Falling Into Place
    CK, STECON, PYLON, SEAFCO
  • 11
    Jun 2026
    Thailand Finance Sector – Truck - Truck recovery underway, but headwinds persist
    ASK, THANI
  • 10
    Jun 2026
    Thailand Shipping - Freights stay supportive; PRM remains our top pick
    PSL, TTA, PRM
  • 05
    Jun 2026
    Thailand Commerce - Sector’s earnings remain in healthy momentum
    CPALL, CPAXT, BJC, CRC, COM7, SYNEX, HMPRO, GLOBAL, MRDIYT, DOHOME
  • 04
    Jun 2026
    Thailand Banks and Finance - Minimal earnings risk from BoT fee standardization
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO, MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT
  • 27
    May 2026
    Thailand Tourism - Key takeaways from meeting with tourism expert
    MINT, CENTEL, ERW
  • 26
    May 2026
    Thailand Finance Sector – Title loans - Navigating uncertainty with resilient earnings
    MTC, SAWAD, TIDLOR, SAK, KTC
  • 22
    May 2026
    Thailand Banks - Loans grow for the 3rd consecutive month in Apr-26
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB
  • 23
    Apr 2026
    Thailand Banks - Resilience to headwinds through the rest of 2026
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB

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Sector Report (EN)

  • 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
  • 04
    Jun 2026
    04/06/2026
    Thailand Banks and Finance - Minimal earnings risk from BoT fee standardization
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO, MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT
  • 27
    May 2026
    27/05/2026
    Thailand Tourism - Key takeaways from meeting with tourism expert
    MINT, CENTEL, ERW
  • 26
    May 2026
    26/05/2026
    Thailand Finance Sector – Title loans - Navigating uncertainty with resilient earnings
    MTC, SAWAD, TIDLOR, SAK, KTC
  • 22
    May 2026
    22/05/2026
    Thailand Banks - Loans grow for the 3rd consecutive month in Apr-26
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB
  • 23
    Apr 2026
    23/04/2026
    Thailand Banks - Resilience to headwinds through the rest of 2026
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB