SET Index Outlook
(+)The CME FedWatch Tool shows a 22.1% probability of an October Fed rate hike, down from 64.2% the previous week, following weaker-than-expected...
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Primer: Delta Electronics (Thailand) (DELTA TB) - Aug 2026
Delta Electronics (Thailand) is a key player in high-growth secular trends, including data center infrastructure (particularly for AI),...
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Krungthai XSpring Technical Eng. July 30, 2026
We therefore maintain our constructive view on the market and expect the SET Index to recover from the recent pullback. Accordingly, we continue...
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DELTA ELECTRONICS: Our Investment Strategy Suggests Avoiding the Stock in the Near Term
DELTA reported 2Q26 core profit of Bt5.5bn (+12% YoY, -38% QoQ), missing our forecast and the market consensus by 31% and 37%, respectively. The...
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Krungthai XSpring Zoom Eng. July 24, 2026
Brent crude oil climbed to USD100/bbl after the Houthis attacked a Saudi crude oil tanker in the Red Sea, providing continued support for the...
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