SET Index Outlook
Crude prices remain elevated on tight supply. US long-term bond yields hit a 24-year high, benefiting banks and insurers and supporting further US...
89 Views
SET Index Outlook
Thai electronics stocks continue to benefit from global technology gains, although prices increasingly reflect an Al valuation premium. Oil supply...
86 Views
Technical Analysis
Although oil prices declined, US bond yields remained elevated, and foreign investors were net sellers for the seventh consecutive session. The...
84 Views
Primer: BHP Billiton Plc (ADR) (BBL US) - Aug 2026
BHP is a premier diversified mining company with a portfolio of high-quality, low-cost assets in iron ore, copper, metallurgical coal, and...
96 Views
Banking: Economic Recovery Supports a New Credit Cycle - Overweight
We maintain our Overweight rating on the banking sector, as we expect fundamentals to improve gradually in 2H26E, supported by NIM having bottomed...
114 Views