2025-04-30T13:36:00

บทวิเคราะห์

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  • 28
    Apr 2025
    28/04/2025
    Thailand Shipping - Shipping industry sinks on trade tariff disruption
    NYT, PSL, RCL, SJWD, TTA
  • 21
    Apr 2025
    21/04/2025
    Thailand Commerce - Resilient amid ongoing challenges
    CPALL, CPAXT, BJC, COM7, CRC, ILM, HMPRO, GLOBAL, DOHOME
  • 17
    Apr 2025
    17/04/2025
    Thailand Banks - Three digital banks greenlit in Thailand
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB
  • 17
    Apr 2025
    17/04/2025
    Thailand Property - Unexciting 1Q25 presales; a rough road ahead
    ASW, NOBLE, SC, SPALI, SIRI, AP, BRI, ORI
  • 16
    Apr 2025
    16/04/2025
    Thailand Foods - Meat prices should remain strong at least till 3Q25
    CPF, BTG, TFG, GFPT
  • 03
    Apr 2025
    03/04/2025
    Thailand Banks - 1Q25; Expect lower NIM but lower credit cost q-q
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 21
    Mar 2025
    21/03/2025
    Thailand Property - Temporary easing of LTV in 2Q25-2Q26
    ASW, NOBLE, SC, SPALI, SIRI, AP, BRI, ORI, LH, LPN, PSH, QH
  • 19
    Mar 2025
    19/03/2025
    Thailand Automotive - The road is tough
    AH, IRC, SAT, STANLY
  • 17
    Mar 2025
    17/03/2025
    Thailand Tourism - Samui & Vietnam outshine Thailand’s tourism slowdown
    AWC, MINT, CENTEL, ERW, SHR, DUSIT, BEYOND, AOT, BA, AAV, SAV
  • 11
    Mar 2025
    11/03/2025
    Thailand Shipping - Bulk rates to correct in 2025 as supply rises
    TTA, PSL

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Strategy Focus (EN)

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Company Report (TH)

Sector Report (EN)

  • 28
    Apr 2025
    28/04/2025
    Thailand Shipping - Shipping industry sinks on trade tariff disruption
    NYT, PSL, RCL, SJWD, TTA
  • 21
    Apr 2025
    21/04/2025
    Thailand Commerce - Resilient amid ongoing challenges
    CPALL, CPAXT, BJC, COM7, CRC, ILM, HMPRO, GLOBAL, DOHOME
  • 17
    Apr 2025
    17/04/2025
    Thailand Banks - Three digital banks greenlit in Thailand
    BBL, KBANK, KKP, KTB, SCB, TISCO, TTB
  • 17
    Apr 2025
    17/04/2025
    Thailand Property - Unexciting 1Q25 presales; a rough road ahead
    ASW, NOBLE, SC, SPALI, SIRI, AP, BRI, ORI
  • 16
    Apr 2025
    16/04/2025
    Thailand Foods - Meat prices should remain strong at least till 3Q25
    CPF, BTG, TFG, GFPT
  • 03
    Apr 2025
    03/04/2025
    Thailand Banks - 1Q25; Expect lower NIM but lower credit cost q-q
    BBL, KBANK, KTB, SCB, TTB, KKP, TISCO
  • 21
    Mar 2025
    21/03/2025
    Thailand Property - Temporary easing of LTV in 2Q25-2Q26
    ASW, NOBLE, SC, SPALI, SIRI, AP, BRI, ORI, LH, LPN, PSH, QH
  • 19
    Mar 2025
    19/03/2025
    Thailand Automotive - The road is tough
    AH, IRC, SAT, STANLY
  • 17
    Mar 2025
    17/03/2025
    Thailand Tourism - Samui & Vietnam outshine Thailand’s tourism slowdown
    AWC, MINT, CENTEL, ERW, SHR, DUSIT, BEYOND, AOT, BA, AAV, SAV
  • 11
    Mar 2025
    11/03/2025
    Thailand Shipping - Bulk rates to correct in 2025 as supply rises
    TTA, PSL

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