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...
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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...
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ASEAN Rotation: Indonesia Weakens, Singapore Gains, Thailand Stabilises
ASEAN positioning shifts as Indonesia loses ground and Malaysia stays weak. Singapore and Thailand attract inflows, while new leaders like ICTSI...
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I-Tail Corporation Pre-IPO - The Negatives - Non-Uniform Growth
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
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Bangkok Bank Public Company Limited (BBL): 2Q26E Earnings Expected To Decline YoY And QoQ
We maintain our Neutral rating and raise our 12-month forward fair value to Bt187.50 (from Bt178.80), based on a PBV of 0.59x (from 0.56x).
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