Bangkok Expressway And Metro Plc. (BEM): Entering a New Growth Cycle for the Rail Business
Average expressway traffic and MRT ridership grew 0.8% and 2.0% YoY, respectively, in 8M26, slightly above our expectations. Coupled with lower...
101 Views
Krungthai XSpring Technical Eng. - September 14, 2026
The SET Index declined in line with other Asian markets as investors grew cautious amid escalating tensions in the Middle East, higher oil prices,...
91 Views
BANGKOK EXPRESSWAY AND METRO Plc. (BEM): 2Q26 Profit In Line; Awaiting New Rail Fare Structure - Outperform (12M FWD Fair Value Bt7.60)
2Q26 net profit grew both YoY and QoQ, in line with expectations. We maintain our Outperform rating and 12-month fair value (FV) of Bt7.60, based...
90 Views
Primer: Bangkok Expressway and Metro (BEM-R TB) - Aug 2026
Bangkok Expressway and Metro (BEM) operates as a near-monopoly in key Bangkok transportation corridors, underpinned by long-term government...
101 Views
Krungthai XSpring Technical Eng. August 3, 2026
The SET Index rebounded sharply in line with Asian equity markets, led by South Korea, where semiconductor stocks surged following strong earnings...
108 Views