2026-09-16T01:40:59

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Strategy Focus (EN)

  • 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
  • 30
    Oct 2024
    30/10/2024
    Thailand Market Strategy - Short-term retreat, long-term remains positive
    AOT, CHG, CPALL, CPN, KCG, KTB, MTC, NSL, SFLEX, SHR, TU
  • 08
    Oct 2024
    08/10/2024
    Thailand Market Update - Negative economic impacts still limited