Krungthai XSpring Zoom Eng. August 21, 2026
We expect the SET to move lower and test the 1,600-point level following a rebound in the 10- and 30-year US Treasury yields. We recommend...
94 Views
KTX Tactical Picks - July 24, 2026 (Eng.)
The portfolio continues to overweight the energy sector, adding both PTT and IRPC, while removing AMATA from the ranking list due to a +1.7%...
114 Views
Energy (Power): Energy Reform Advances Solar Rooftops and Direct PPAs - Overweight
We are neutral on the energy reform plan pending implementation details. Household solar rooftops need sufficient incentives to meet the...
91 Views
PTT Plc. (PTT): Transformation to Enhance Earnings Stability, ROIC, Valuation
We view 2026E as a transformational year for PTT as it evolves from a national energy conglomerate into a global LNG player and infrastructure...
132 Views
Krungthai XSpring Technical Eng. - September 9, 2026
The SET Index advanced despite weakness in DELTA and ADVANC, outperforming markets in Tokyo, Taiwan, Hong Kong, and South Korea, which declined...
90 Views