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26Jun 202626/06/2026Thailand Market Strategy - Brighter outlook in 2H26; Domestic rotation continuesBA, BBL, CPALL, CPF, CPN, ERW, GULF, PR9, TIDLOR, WHAUP
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28May 202628/05/2026Thailand Market Strategy - War-End hopes and fiscal stimulus are key driversBA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
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18May 202618/05/2026Thailand Market Strategy - Raise SET target to 1,570BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
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18May 2026
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30Apr 202630/04/2026Thailand Market Strategy - 1Q26 earnings and guidance are keyBA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
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30Mar 202630/03/2026Thailand Market Strategy - Rising oil and yields weigh on outlook; Barbell favoredBA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, MTC, OSP, WHAUP
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09Mar 2026
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27Feb 202627/02/2026Thailand Market Strategy - Narrow SET upside despite stronger economic outlookBA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
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16Feb 202616/02/2026Thailand Market Strategy - Strong 4Q25 TH GDP surprise; 2026 growth outlook improves
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12Feb 2026
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26Jun 202626/06/2026Thailand Market Strategy - Brighter outlook in 2H26; Domestic rotation continuesBA, BBL, CPALL, CPF, CPN, ERW, GULF, PR9, TIDLOR, WHAUP
-
28May 202628/05/2026Thailand Market Strategy - War-End hopes and fiscal stimulus are key driversBA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
-
18May 202618/05/2026Thailand Market Strategy - Raise SET target to 1,570BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
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18May 2026
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30Apr 202630/04/2026Thailand Market Strategy - 1Q26 earnings and guidance are keyBA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
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30Mar 202630/03/2026Thailand Market Strategy - Rising oil and yields weigh on outlook; Barbell favoredBA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, MTC, OSP, WHAUP
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09Mar 2026
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27Feb 202627/02/2026Thailand Market Strategy - Narrow SET upside despite stronger economic outlookBA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
-
16Feb 202616/02/2026Thailand Market Strategy - Strong 4Q25 TH GDP surprise; 2026 growth outlook improves
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12Feb 2026
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