3Q26E Profit Expected Lower YoY but Higher QoQ
We upgrade our rating for BBL to Outperform from Underperform, offering 14% upside to the new FV. We raise the FV to Bt210.00, based on 0.65x PBV,...
91 Views
Krungthai XSpring Technical Eng. - September 17, 2026
The SET Index remained under pressure from rising oil prices and US bond yields. The index has fallen below the BB Bottom, while the RSI is near...
90 Views
Bangkok Bank Public Company Limited (BBL): 2Q26 Earnings Miss on Weak Revenue Despite Lower Provisions - Underperform (12M FWD Fair Value Bt187.50)
We downgrade our rating to Underperform from Neutral after the share price has risen around 17% since our previous report (June 25, 2026), leaving...
95 Views
KTX Ahead: Global Central Bank Meetings Begin; ECB May Turn Less Hawkish
The ongoing shift toward more accommodative monetary policy by major central banks is likely to be a key catalyst for widening yield differentials...
121 Views
KTX Ahead: 2Q26 Earnings: A Turning Point for Fund Flow into Value Stocks
The risk of a valuation correction in big technology stocks (Big Tech) and intensifying liquidity competition in the US could accelerate fund...
107 Views