Thailand Banks - Positive tailwind from possible rate hikes
Thailand Banks - 2Q23 earnings beat our estimate by 4%
FSSIA - Thailand Banks - Concerns over asset quality prevail over positive rate hikes
Thailand Property - Sluggish 2Q23E presales and profit
Thailand Commerce - 2Q23 SSSG expected to grow at a slow rate
Thailand Refinery - Negative factors already priced in
Thailand Tourism - Book now before prices surge higher
Thailand Foods - Re-enter when meat prices rise again
Thailand Utilities - A new growth phase for renewable power
Thailand Automotive - Good outlook – but company performance is key