Banking: Loan Growth Continues, but the Recovery Remains Concentrated - Overweight
Total loans across the eight banks grew 0.1% MoM and 2.4% YTD, with the recovery still led by KTB and KBANK. We maintain our Overweight rating on...
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Krungthai XSpring Zoom Eng. August 26, 2026
SET expected to test resistance at 1,612 after crude oil prices plunged by more than 3% Thailand Focus 2026 will highlight the new engines driving...
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Krungthai XSpring Zoom Eng. July 10, 2026
The Constitutional Court's ruling that the Bt400bn emergency borrowing decree is constitutional reinforces policy continuity and the government's...
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Banking: 2H26E Fundamentals to Improve, but Short-Term Valuations Appear Stretched - Overweight
Although we expect the banking sector's 2Q26E earnings to decline due to pressure on net interest margins (NIM) and seasonal factors, we...
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Krungthai XSpring Technical Eng. July 3, 2026
The index continues to demonstrate solid underlying momentum and has shown the ability to rebound quickly. Positive sentiment remains supported by...
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