2026-04-18T20:57:19

บทวิเคราะห์

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Strategy Focus (EN)

  • 30
    Mar 2026
    30/03/2026
    Thailand Market Strategy - Rising oil and yields weigh on outlook; Barbell favored
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, MTC, OSP, WHAUP
  • 09
    Mar 2026
    09/03/2026
    Thailand Market Strategy - Finding the downside risks amid rising oil prices
  • 27
    Feb 2026
    27/02/2026
    Thailand Market Strategy - Narrow SET upside despite stronger economic outlook
    BA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
  • 16
    Feb 2026
    16/02/2026
    Thailand Market Strategy - Strong 4Q25 TH GDP surprise; 2026 growth outlook improves
  • 12
    Feb 2026
    12/02/2026
    Thailand Market Strategy - SET upside narrows; rotation into laggards likely
  • 09
    Feb 2026
    09/02/2026
    Thailand Market Strategy - SET target raised to 1,470 on improved political stability
    BA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
  • 29
    Jan 2026
    29/01/2026
    Thailand Market Strategy - Political clarity sets the stage, with earnings in focus
    BA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
  • 07
    Jan 2026
    07/01/2026
    Thailand Market Strategy - Pre-election rally; Timing, Sectors, and Picks
    CK, CPALL, GLOBAL, ICHI, MTC, NEO, NSL, OSP, SAWAD, STECON
  • 05
    Jan 2026
    05/01/2026
    Thailand Market Strategy - Could Thailand outperform on Tech-to-Value rotation
    BA, BDMS, BTG, CBG, CENTEL, CPALL, KTB, MTC, WHAUP
  • 19
    Dec 2025
    19/12/2025
    Thailand Market Strategy - High-conviction dividend play shortlist
    AP, BA, EGCO, ICHI, PRM, PTT, RATCH, SAPPE, SCB, TISCO, TFG, TVO, TTB, WHAUP

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REIT FOCUS

Strategy Focus (EN)

  • 30
    Mar 2026
    30/03/2026
    Thailand Market Strategy - Rising oil and yields weigh on outlook; Barbell favored
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, MTC, OSP, WHAUP
  • 09
    Mar 2026
    09/03/2026
    Thailand Market Strategy - Finding the downside risks amid rising oil prices
  • 27
    Feb 2026
    27/02/2026
    Thailand Market Strategy - Narrow SET upside despite stronger economic outlook
    BA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
  • 16
    Feb 2026
    16/02/2026
    Thailand Market Strategy - Strong 4Q25 TH GDP surprise; 2026 growth outlook improves
  • 12
    Feb 2026
    12/02/2026
    Thailand Market Strategy - SET upside narrows; rotation into laggards likely
  • 09
    Feb 2026
    09/02/2026
    Thailand Market Strategy - SET target raised to 1,470 on improved political stability
    BA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
  • 29
    Jan 2026
    29/01/2026
    Thailand Market Strategy - Political clarity sets the stage, with earnings in focus
    BA, BDMS, CPALL, CPF, ERW, KTB, MTC, OSP, WHAUP
  • 07
    Jan 2026
    07/01/2026
    Thailand Market Strategy - Pre-election rally; Timing, Sectors, and Picks
    CK, CPALL, GLOBAL, ICHI, MTC, NEO, NSL, OSP, SAWAD, STECON
  • 05
    Jan 2026
    05/01/2026
    Thailand Market Strategy - Could Thailand outperform on Tech-to-Value rotation
    BA, BDMS, BTG, CBG, CENTEL, CPALL, KTB, MTC, WHAUP
  • 19
    Dec 2025
    19/12/2025
    Thailand Market Strategy - High-conviction dividend play shortlist
    AP, BA, EGCO, ICHI, PRM, PTT, RATCH, SAPPE, SCB, TISCO, TFG, TVO, TTB, WHAUP

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