2026-09-16T17:02:10

บทวิเคราะห์

Strategy Focus (EN)

  • 27
    Aug 2026
    Thailand Market Strategy - Domestic strength limits downside amid global pressure
    BA, BBL, CPALL, CPF, CPN, ERW, GULF, ITC, PR9, SAPPE, STA, TIDLOR
  • 17
    Aug 2026
    Thailand Market Strategy - 2Q26 Thai GDP slightly beat; 3Q26 to accelerate
  • 17
    Aug 2026
    Thailand Market Strategy - 2Q26 earnings lifts 2026 EPS; 2027 growth may stall
    BA, BBL, CPALL, CPF, CPN, ERW, GULF, PR9, SAPPE, STA, TIDLOR
  • 24
    Jul 2026
    Thailand Market Strategy - Raise and roll forward SET target to 1,710 by mid-2027
    BA, BBL, BDMS, CPALL, CPF, CPN, ERW, GULF, SAPPE, STA, TIDLOR
  • 26
    Jun 2026
    Thailand Market Strategy - Brighter outlook in 2H26; Domestic rotation continues
    BA, BBL, CPALL, CPF, CPN, ERW, GULF, PR9, TIDLOR, WHAUP
  • 28
    May 2026
    Thailand Market Strategy - War-End hopes and fiscal stimulus are key drivers
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
  • 18
    May 2026
    Thailand Market Strategy - Raise SET target to 1,570
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
  • 18
    May 2026
    Thailand Market Strategy - 1Q26 Thai GDP beat; slower momentum ahead
  • 30
    Apr 2026
    Thailand Market Strategy - 1Q26 earnings and guidance are key
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
  • 30
    Mar 2026
    Thailand Market Strategy - Rising oil and yields weigh on outlook; Barbell favored
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, MTC, OSP, WHAUP

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Strategy Focus (EN)

  • 27
    Aug 2026
    27/08/2026
    Thailand Market Strategy - Domestic strength limits downside amid global pressure
    BA, BBL, CPALL, CPF, CPN, ERW, GULF, ITC, PR9, SAPPE, STA, TIDLOR
  • 17
    Aug 2026
    17/08/2026
    Thailand Market Strategy - 2Q26 Thai GDP slightly beat; 3Q26 to accelerate
  • 17
    Aug 2026
    17/08/2026
    Thailand Market Strategy - 2Q26 earnings lifts 2026 EPS; 2027 growth may stall
    BA, BBL, CPALL, CPF, CPN, ERW, GULF, PR9, SAPPE, STA, TIDLOR
  • 24
    Jul 2026
    24/07/2026
    Thailand Market Strategy - Raise and roll forward SET target to 1,710 by mid-2027
    BA, BBL, BDMS, CPALL, CPF, CPN, ERW, GULF, SAPPE, STA, TIDLOR
  • 26
    Jun 2026
    26/06/2026
    Thailand Market Strategy - Brighter outlook in 2H26; Domestic rotation continues
    BA, BBL, CPALL, CPF, CPN, ERW, GULF, PR9, TIDLOR, WHAUP
  • 28
    May 2026
    28/05/2026
    Thailand Market Strategy - War-End hopes and fiscal stimulus are key drivers
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
  • 18
    May 2026
    18/05/2026
    Thailand Market Strategy - Raise SET target to 1,570
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
  • 18
    May 2026
    18/05/2026
    Thailand Market Strategy - 1Q26 Thai GDP beat; slower momentum ahead
  • 30
    Apr 2026
    30/04/2026
    Thailand Market Strategy - 1Q26 earnings and guidance are key
    BA, BDMS, CPALL, CPF, CPN, ERW, GULF, KTB, TIDLOR, WHAUP
  • 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