Aviation Sector - Load Factor Has Begun to Decline and Is Approaching Pre-COVID Levels
The load factor in 2025-26E may decline more quickly than previously anticipated due to a slower-than-expected increase in passenger numbers.
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Technical Analysis - MARCH 20, 2025
The SET surged the most among Asian bourses while awaiting the Fed meeting results, supported by UBS upgrading its outlook on Thai equities and a...
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The Stocks to Own in Thailand – Vol. 48
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Six stocks remain, eight new join...
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Tourism and Airline Sectors - MARCH 13, 2025
We maintain a Neutral investment weighting after our downward revision of tourist arrivals for 2025E, which remain below pre-COVID levels.
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Special Report: 4Q24 Consensus Earnings Summary - March 4, 2025
The combined 4Q24 earnings of 597 stocks in the SET Index (accounting for 98% of total market capitalization) amounted to Bt190,163mn, up 12% YoY...
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