Recommendation: Buy On Weakness
Tokyo, Taiwan and South Korean stock markets surged, while the US PCE inflation figure came in below expectations, raising hopes for a rebound in...
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Central Plaza Hotel Plc. (CENTEL): 2Q26 Core Profit Beat Expectations On Strong Cost Control - Neutral (12M FWD Fair Value Bt40.50)
2Q26 core profit beat our forecast on lower-than-expected expenses. However, the company cut its RevPAR guidance (including Dubai) for the second...
99 Views
SET Index Outlook
Markets are pricing in a lower probability of an October Fed rate hike as the US labor market weakens and consumer confidence plunges, supporting...
91 Views
SET Index Outlook
The US 10-year Treasury yield rose to 5.23% amid inflation concerns and pressure from Treasury auctions, weighing on risk assets. Brent crude...
93 Views
CENTRAL PLAZA HOTEL Plc. (CENTEL): 2Q26E Core Profit Above Previous Forecast on Higher GPM - Neutral (12M FWD Fair Value Bt40.50)
We expect 2Q26E core profit to grow YoY, exceeding our previous expectation for flat earnings, driven by better-than-expected GPM despite losses...
93 Views