2026-08-12T00:44:05

บทวิเคราะห์

Strategy Focus (EN)

  • 16
    May 2025
    Thailand Market Strategy - Surprisingly strong 1Q25 earnings results
    BA, BTG, CPALL, KBANK, MTC, NSL, PR9, STECON
  • 30
    Apr 2025
    Thailand Market Strategy - Lower risk of ‘Sell in May’, but challenges persist
    BA, BTG, CPALL, KBANK, MTC, NSL, PR9, STECON
  • 08
    Apr 2025
    Thailand Market Strategy - SET target cut on tariff threat
    ADVANC, BDMS, CPALL, CPN, GULF, MTC, NSL, PR9, SEAFCO
  • 03
    Apr 2025
    Thailand Market Strategy - Seeking shelter amid trade war
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
  • 31
    Mar 2025
    Thailand Market Strategy – Quake Impact - Earthquake worsens sentiment, short-term impact
  • 28
    Mar 2025
    Thailand Market Strategy - Stay selective amid risks and uncertainties
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO, SHR
  • 28
    Feb 2025
    Thailand Market Strategy - SET target cut, but opportunities remain
    BA, BBL, BTG, CPALL, MTC, NSL, PR9, SEAFCO SHR
  • 17
    Feb 2025
    Thailand Market Strategy - Private investment and inventories dragged 4Q24 TH GDP
  • 30
    Jan 2025
    Thailand Market Strategy - Valuation this cheap is rarely seen
    BA, BBL, CHG, CPALL, MTC, NSL, RBF, SEAFCO, SHR, WHA
  • 13
    Jan 2025
    Thailand Market Strategy - Limited impact from GMT on SET’s EPS

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Strategy Focus (EN)

  • 16
    May 2025
    16/05/2025
    Thailand Market Strategy - Surprisingly strong 1Q25 earnings results
    BA, BTG, CPALL, KBANK, MTC, NSL, PR9, STECON
  • 30
    Apr 2025
    30/04/2025
    Thailand Market Strategy - Lower risk of ‘Sell in May’, but challenges persist
    BA, BTG, CPALL, KBANK, MTC, NSL, PR9, STECON
  • 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