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...
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SET Index Outlook
Thai electronics stocks continue to benefit from global technology gains, although prices increasingly reflect an Al valuation premium. Oil supply...
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Technical Analysis
Although oil prices declined, US bond yields remained elevated, and foreign investors were net sellers for the seventh consecutive session. The...
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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...
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Krungthai XSpring Zoom Eng. September 1, 2026
The 10-year US Treasury yield surged to a 20-month high after markets raised the probability of a Fed rate hike in September to 66%. Thailand's...
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