2025-12-20T08:48:46

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Strategy Focus (EN)

  • 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
  • 18
    Nov 2024
    18/11/2024
    Thailand Market Strategy - Higher-than-expected 3Q24 TH GDP
  • 15
    Nov 2024
    15/11/2024
    Thailand Market Strategy - Missed but not that bad
    AOT, CHG, CPALL, CPN, ITC, KCG, KTB, MTC, NSL, SFLEX, SHR
  • 07
    Nov 2024
    07/11/2024
    Thailand Market Strategy - Impact on Thailand from the return of Trump

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Daily Focus

Spotlight on Thailand

Technical and Derivatives

HERO Signal

Weekly Keys

Commodities WoW

Momentum

REIT FOCUS

Strategy Focus (EN)

  • 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
  • 18
    Nov 2024
    18/11/2024
    Thailand Market Strategy - Higher-than-expected 3Q24 TH GDP
  • 15
    Nov 2024
    15/11/2024
    Thailand Market Strategy - Missed but not that bad
    AOT, CHG, CPALL, CPN, ITC, KCG, KTB, MTC, NSL, SFLEX, SHR
  • 07
    Nov 2024
    07/11/2024
    Thailand Market Strategy - Impact on Thailand from the return of Trump

Strategy Focus (TH)

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