2026-08-08T20:07:19

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Sector Report (TH)

  • 23
    Jul 2026
    23/07/2026
    Thailand Banks - Resilient earnings, Improving outlook
    BBL,KBANK,KKP,KTB,SCB,TISCO,TTB
  • 13
    Jul 2026
    13/07/2026
    Thailand Property - 2Q26 Presales Supported by a Low Base
    AP,ASW,ORI,SC,SIRI,SPALI
  • 09
    Jul 2026
    09/07/2026
    Thailand Aviation - Middle East tensions; aviation view unchanged
    AOT,BA,THAI,AAV
  • 30
    Jun 2026
    30/06/2026
    Thailand Property - Property Fee Cuts Extended by One Year
  • 25
    Jun 2026
    25/06/2026
    Thailand Utilities - The winners of Direct PPA, New PDP and DC boom
    GULF,GPSC,RATCH,EGCO,BGRIM,BCPG,CKP,WHAUP
  • 22
    Jun 2026
    22/06/2026
    Thailand Banks - 2Q26E earnings to ease on NIM compression and softer Non-NII
    BBL,KBANK,KKP,KTB,SCB,TISCO,TTB
  • 19
    Jun 2026
    19/06/2026
    Thailand Construction Services - Catalysts Falling Into Place
    CK,PYLON,SEAFCO,STECON
  • 11
    Jun 2026
    11/06/2026
    Thailand Finance Sector – Truck - Truck recovery underway, but headwinds persist
    ASK,THANI
  • 10
    Jun 2026
    10/06/2026
    Thailand Shipping - ค่าระวางเรือยังแข็งแกร่ง; PRM ยังคงเป็นหุ้นเด่นสุด
    PRM,PSL,TTA
  • 05
    Jun 2026
    05/06/2026
    Thailand Commerce - Sector’s earnings remain in healthy momentum
    CPALL,CPAXT,CRC,BJC,COM7,SYNEX,HMPRO,GLOBAL,MRDIYT,DOHOME