2025-04-30T11:38:25

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Strategy Focus (EN)

  • 08
    Apr 2025
    08/04/2025
    Thailand Market Strategy - SET target cut on tariff threat
    ADVANC, BDMS, CPALL, CPN, GULF, MTC, NSL, PR9, SEAFCO
  • 03
    Apr 2025
    03/04/2025
    Thailand Market Strategy - Seeking shelter amid trade war
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
  • 31
    Mar 2025
    31/03/2025
    Thailand Market Strategy – Quake Impact - Earthquake worsens sentiment, short-term impact
  • 28
    Mar 2025
    28/03/2025
    Thailand Market Strategy - Stay selective amid risks and uncertainties
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
  • 28
    Feb 2025
    28/02/2025
    Thailand Market Strategy - SET target cut, but opportunities remain
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO SHR
  • 17
    Feb 2025
    17/02/2025
    Thailand Market Strategy - Private investment and inventories dragged 4Q24 TH GDP
  • 30
    Jan 2025
    30/01/2025
    Thailand Market Strategy - Valuation this cheap is rarely seen
    BA, BBL, CHG, CPALL, MTC, NSL, RBF, SEAFCO, SHR, WHA
  • 13
    Jan 2025
    13/01/2025
    Thailand Market Strategy - Limited impact from GMT on SET’s EPS
  • 02
    Jan 2025
    02/01/2025
    Thailand Market Strategy - Starting the year with an attractive valuation
    BA, CHG, CPALL, KTB, MTC, NSL, RBF, SEAFCO, SHR, WHA
  • 28
    Nov 2024
    28/11/2024
    Thailand Market Strategy - Finding opportunity among uncertainty
    BA, CHG, CPALL, KTB, MTC, NSL, RBF, SEAFCO, SHR, WHA

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REIT FOCUS

Strategy Focus (EN)

  • 08
    Apr 2025
    08/04/2025
    Thailand Market Strategy - SET target cut on tariff threat
    ADVANC, BDMS, CPALL, CPN, GULF, MTC, NSL, PR9, SEAFCO
  • 03
    Apr 2025
    03/04/2025
    Thailand Market Strategy - Seeking shelter amid trade war
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
  • 31
    Mar 2025
    31/03/2025
    Thailand Market Strategy – Quake Impact - Earthquake worsens sentiment, short-term impact
  • 28
    Mar 2025
    28/03/2025
    Thailand Market Strategy - Stay selective amid risks and uncertainties
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
  • 28
    Feb 2025
    28/02/2025
    Thailand Market Strategy - SET target cut, but opportunities remain
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO SHR
  • 17
    Feb 2025
    17/02/2025
    Thailand Market Strategy - Private investment and inventories dragged 4Q24 TH GDP
  • 30
    Jan 2025
    30/01/2025
    Thailand Market Strategy - Valuation this cheap is rarely seen
    BA, BBL, CHG, CPALL, MTC, NSL, RBF, SEAFCO, SHR, WHA
  • 13
    Jan 2025
    13/01/2025
    Thailand Market Strategy - Limited impact from GMT on SET’s EPS
  • 02
    Jan 2025
    02/01/2025
    Thailand Market Strategy - Starting the year with an attractive valuation
    BA, CHG, CPALL, KTB, MTC, NSL, RBF, SEAFCO, SHR, WHA
  • 28
    Nov 2024
    28/11/2024
    Thailand Market Strategy - Finding opportunity among uncertainty
    BA, CHG, CPALL, KTB, MTC, NSL, RBF, SEAFCO, SHR, WHA

Strategy Focus (TH)

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