Strong 4QFY26E Core Profit Growth; Suvarnabhumi Traffic Normalizes
We raise our core profit forecasts to reflect lower staff expenses following a bonus policy change. However, revised macro assumptions,...
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Market Volatility to Persist in October 2026, But Recovery Prospects Improve
KTX expects the SET to trade within 1,549–1,600. Uncertainty over the Fed's rate outlook may keep the index volatile early in the month. A...
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Primer: Airports of Thailand (AOT TB) - Aug 2026
Dominant Market Position with a Wide Moat: AOT operates as a near-monopoly, managing Thailand's six main international airports which handle...
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KTX TACTICAL PICKS - July 10, 2026 (Eng.)
We recommend closing the position in AOT (holding-period return: +5.7%) as the stock has fallen out of our ranking criteria. It is replaced by...
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KTX TACTICAL PICKS - July 9, 2026 (Eng.)
There have been no changes to portfolio holdings today. Profit-taking in energy stocks dragged the portfolio's average return down by 0.87%,...
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