ASIA AVIATION Plc. (AAV): Huge 3Q25E Loss...
With a larger-than-expected 3Q25E core loss from higher costs, we cut 2025–26E core profit but raise 2027E forecast on a stronger-baht assumption...
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Krungthai XSpring Zoom Eng. April 1, 2026
The government is preparing the “Thai Chuay Thai Plus” program in May to mitigate high energy costs, which is positive for consumer and finance...
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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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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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