2025-12-06T08:39:41

บทวิเคราะห์

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  • 22
    Oct 2024
    22/10/2024
    Thailand Banks - 3Q24 profit in line; well-contained asset quality
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 10
    Oct 2024
    10/10/2024
    Thailand Property - Likely sluggish 3Q24 presales after new launches decrease
    ASW, NOBLE, SC, SPALI, SIRI, AP, BRI, ORI
  • 23
    Sep 2024
    23/09/2024
    Thailand Banks - Expect a recovery in 3Q24 profit but flat PPOP
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 17
    Sep 2024
    17/09/2024
    Thailand Hotels - RevPAR resilient and rising in 3Q24
    AWC, MINT, CENTEL, ERW, SHR, DUSIT, BEYOND
  • 12
    Sep 2024
    12/09/2024
    Thailand Aviation - Wings of change; fuel price windfall
    AAV, BA
  • 04
    Sep 2024
    04/09/2024
    Thailand Commerce - Negative SSSG in Jul & Aug, but sustained growth for staples
    CPALL, CPAXT, BJC, COM7, CRC, ILM, HMPRO, GLOBAL, DOHOME
  • 03
    Sep 2024
    03/09/2024
    Thailand Asset Management Companies - Charting the direction in 2H24
    MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
  • 27
    Aug 2024
    27/08/2024
    Thailand Auto Title Sector - Title loans remain our preference in 2H24
    MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
  • 22
    Aug 2024
    22/08/2024
    Thailand Banks - Loan growth still contracted slightly in 7M24
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 21
    Aug 2024
    21/08/2024
    Thailand Shipping - Ocean freight rates forecast to fall in 2025
    TTA, PSL

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REIT FOCUS

Strategy Focus (EN)

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Company Report (TH)

Sector Report (EN)

  • 22
    Oct 2024
    22/10/2024
    Thailand Banks - 3Q24 profit in line; well-contained asset quality
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 10
    Oct 2024
    10/10/2024
    Thailand Property - Likely sluggish 3Q24 presales after new launches decrease
    ASW, NOBLE, SC, SPALI, SIRI, AP, BRI, ORI
  • 23
    Sep 2024
    23/09/2024
    Thailand Banks - Expect a recovery in 3Q24 profit but flat PPOP
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 17
    Sep 2024
    17/09/2024
    Thailand Hotels - RevPAR resilient and rising in 3Q24
    AWC, MINT, CENTEL, ERW, SHR, DUSIT, BEYOND
  • 12
    Sep 2024
    12/09/2024
    Thailand Aviation - Wings of change; fuel price windfall
    AAV, BA
  • 04
    Sep 2024
    04/09/2024
    Thailand Commerce - Negative SSSG in Jul & Aug, but sustained growth for staples
    CPALL, CPAXT, BJC, COM7, CRC, ILM, HMPRO, GLOBAL, DOHOME
  • 03
    Sep 2024
    03/09/2024
    Thailand Asset Management Companies - Charting the direction in 2H24
    MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
  • 27
    Aug 2024
    27/08/2024
    Thailand Auto Title Sector - Title loans remain our preference in 2H24
    MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
  • 22
    Aug 2024
    22/08/2024
    Thailand Banks - Loan growth still contracted slightly in 7M24
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 21
    Aug 2024
    21/08/2024
    Thailand Shipping - Ocean freight rates forecast to fall in 2025
    TTA, PSL

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