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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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09Feb 202609/02/2026Thailand Market Strategy - SET target raised to 1,470 on improved political stabilityBA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
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29Jan 202629/01/2026Thailand Market Strategy - Political clarity sets the stage, with earnings in focusBA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
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07Jan 202607/01/2026Thailand Market Strategy - Pre-election rally; Timing, Sectors, and PicksCK, CPALL, GLOBAL, ICHI, MTC, NEO, NSL, OSP, SAWAD, STECON
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05Jan 202605/01/2026Thailand Market Strategy - Could Thailand outperform on Tech-to-Value rotationBA, BDMS, BTG, CBG, CENTEL, CPALL, KTB, MTC, WHAUP
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19Dec 202519/12/2025Thailand Market Strategy - High-conviction dividend play shortlistAP, BA, EGCO, ICHI, PRM, PTT, RATCH, SAPPE, SCB, TISCO, TFG, TVO, TTB, WHAUP
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27Nov 202527/11/2025Thailand Market Strategy - Be selective amid soft growth and liquidity-driven fadeBA, BDMS, BTG, CBG, CENTEL, CPALL, KTB, MTC, WHAUP
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17Nov 2025
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17Nov 202517/11/2025Thailand Market Strategy - 3Q25 earnings beat; 4Q25 momentum to accelerateBA, BDMS, BTG, CENTEL, CPALL, ICHI, KTB, MTC, SYNEX
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16Feb 202616/02/2026Thailand Market Strategy - Strong 4Q25 TH GDP surprise; 2026 growth outlook improves
-
12Feb 2026
-
09Feb 202609/02/2026Thailand Market Strategy - SET target raised to 1,470 on improved political stabilityBA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
-
29Jan 202629/01/2026Thailand Market Strategy - Political clarity sets the stage, with earnings in focusBA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
-
07Jan 202607/01/2026Thailand Market Strategy - Pre-election rally; Timing, Sectors, and PicksCK, CPALL, GLOBAL, ICHI, MTC, NEO, NSL, OSP, SAWAD, STECON
-
05Jan 202605/01/2026Thailand Market Strategy - Could Thailand outperform on Tech-to-Value rotationBA, BDMS, BTG, CBG, CENTEL, CPALL, KTB, MTC, WHAUP
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19Dec 202519/12/2025Thailand Market Strategy - High-conviction dividend play shortlistAP, BA, EGCO, ICHI, PRM, PTT, RATCH, SAPPE, SCB, TISCO, TFG, TVO, TTB, WHAUP
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27Nov 202527/11/2025Thailand Market Strategy - Be selective amid soft growth and liquidity-driven fadeBA, BDMS, BTG, CBG, CENTEL, CPALL, KTB, MTC, WHAUP
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17Nov 2025
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17Nov 202517/11/2025Thailand Market Strategy - 3Q25 earnings beat; 4Q25 momentum to accelerateBA, BDMS, BTG, CENTEL, CPALL, ICHI, KTB, MTC, SYNEX
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