Primer: Airports of Thailand (AOT-R TB) - Aug 2026
Dominant Market Position with Strong Growth Headwinds: Airports of Thailand (AOT) operates as a near-monopoly, managing Thailand's six key...
95 Views
SET Index Range Refined as Baht's Appreciation Becomes More Constrained
The US unemployment rate for August is anticipated to be 4.2%. The consensus expects Japan's real cash earnings (wages) for July 2024E to have...
84 Views
Airports Of Thailand
We maintain Underperform rating but raise the fair value to Bt26.50, based on an earnings yield of 3.2% following our house view's macro factor...
87 Views
Recommendation: Buy at the Support
Despite the absence of new market factors, concerns about the US election and rising US bond yields have contributed to the negative...
94 Views
Big Cap Tactical Picks
We add MOSHI to the portfolio in response to the firm's 4Q23E net profit growth, which is projected at 73.5% QoQ and 18.7% YoY to Bt141mn, driven...
86 Views