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29May 202529/05/2025Thailand Market Strategy - “Bottom up” favored amid growth headwindsBA, CPALL, KBANK, MTC, NSL, OSP, PR9, STECON
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19May 2025
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16May 202516/05/2025Thailand Market Strategy - Surprisingly strong 1Q25 earnings resultsBA, BTG, CPALL, KBANK, MTC, NSL, PR9, STECON
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30Apr 202530/04/2025Thailand Market Strategy - Lower risk of ‘Sell in May’, but challenges persistBA, BTG, CPALL, KBANK, MTC, NSL, PR9, STECON
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08Apr 202508/04/2025Thailand Market Strategy - SET target cut on tariff threatADVANC, BDMS, CPALL, CPN, GULF, MTC, NSL, PR9, SEAFCO
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03Apr 202503/04/2025Thailand Market Strategy - Seeking shelter amid trade warBA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
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31Mar 202531/03/2025Thailand Market Strategy – Quake Impact - Earthquake worsens sentiment, short-term impact
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28Mar 202528/03/2025Thailand Market Strategy - Stay selective amid risks and uncertaintiesBA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
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28Feb 202528/02/2025Thailand Market Strategy - SET target cut, but opportunities remainBA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO SHR
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17Feb 202517/02/2025Thailand Market Strategy - Private investment and inventories dragged 4Q24 TH GDP
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29May 202529/05/2025Thailand Market Strategy - “Bottom up” favored amid growth headwindsBA, CPALL, KBANK, MTC, NSL, OSP, PR9, STECON
-
19May 2025
-
16May 202516/05/2025Thailand Market Strategy - Surprisingly strong 1Q25 earnings resultsBA, BTG, CPALL, KBANK, MTC, NSL, PR9, STECON
-
30Apr 202530/04/2025Thailand Market Strategy - Lower risk of ‘Sell in May’, but challenges persistBA, BTG, CPALL, KBANK, MTC, NSL, PR9, STECON
-
08Apr 202508/04/2025Thailand Market Strategy - SET target cut on tariff threatADVANC, BDMS, CPALL, CPN, GULF, MTC, NSL, PR9, SEAFCO
-
03Apr 202503/04/2025Thailand Market Strategy - Seeking shelter amid trade warBA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
-
31Mar 202531/03/2025Thailand Market Strategy – Quake Impact - Earthquake worsens sentiment, short-term impact
-
28Mar 202528/03/2025Thailand Market Strategy - Stay selective amid risks and uncertaintiesBA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
-
28Feb 202528/02/2025Thailand Market Strategy - SET target cut, but opportunities remainBA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO SHR
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17Feb 202517/02/2025Thailand Market Strategy - Private investment and inventories dragged 4Q24 TH GDP
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