2026-09-16T02:15:53

บทวิเคราะห์

Sector Report (EN)

  • 27
    Aug 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
    Thailand Banks - Loan growth still contracted slightly in 7M24
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 21
    Aug 2024
    Thailand Shipping - Ocean freight rates forecast to fall in 2025
    TTA, PSL
  • 05
    Aug 2024
    Thailand Banks and Diversified Finance - Regulation changes overwhelm the near-term outlook
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB, MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
  • 23
    Jul 2024
    Thailand Banks - 2Q24 profit in line; asset quality deteriorated
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 15
    Jul 2024
    Thailand Property - 2Q24 presales and profit should recover
    ASW, AP, SIRI
  • 24
    Jun 2024
    Thailand Property - Proposed amendment to Thai real estate laws to draw foreign demand
    AP, SIRI
  • 24
    Jun 2024
    Thailand Banks - 2Q24E profit to decline amid unfavorable business conditions
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 07
    Jun 2024
    Thailand Commerce - Slightly negative 2QTD SSSG trend due to rain
    CPALL, CPAXT
  • 06
    Jun 2024
    Thailand Finance Sector - Title loans remain a crucial driver in 2024
    MTC, TIDLOR

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Sector Report (EN)

  • 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
  • 05
    Aug 2024
    05/08/2024
    Thailand Banks and Diversified Finance - Regulation changes overwhelm the near-term outlook
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB, MTC, SAWAD, TIDLOR, SAK, AEONTS, KTC, ASK, THANI, BAM, JMT, CHAYO
  • 23
    Jul 2024
    23/07/2024
    Thailand Banks - 2Q24 profit in line; asset quality deteriorated
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 15
    Jul 2024
    15/07/2024
    Thailand Property - 2Q24 presales and profit should recover
    ASW, AP, SIRI
  • 24
    Jun 2024
    24/06/2024
    Thailand Property - Proposed amendment to Thai real estate laws to draw foreign demand
    AP, SIRI
  • 24
    Jun 2024
    24/06/2024
    Thailand Banks - 2Q24E profit to decline amid unfavorable business conditions
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 07
    Jun 2024
    07/06/2024
    Thailand Commerce - Slightly negative 2QTD SSSG trend due to rain
    CPALL, CPAXT
  • 06
    Jun 2024
    06/06/2024
    Thailand Finance Sector - Title loans remain a crucial driver in 2024
    MTC, TIDLOR