4Q24E Earnings Season; Banks' Earnings to Recover
KTX estimates that the six banks under our coverage will report a combined 4Q24E net profit of Bt39.2bn, an increase of 6.9% YoY, primarily driven...
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Happy New Year 2025
Thailand's Business Confidence Index likely continued its recovery, projected to reach 49.6 in December 2024 (to be announced on January 3, 2025),...
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Krungthai Xspring SET100 TACTICAL PICKS - November 15, 2024 (Eng.)
We add CBG to the portfolio, supported by a projected two-year EPS CAGR of 12%. Conversely, we suggest divesting KTB, BLA, and TLI, as they no...
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SET100 Tactical Picks
Yesterday, the SET100 Tactical Picks portfolio delivered an average return of -0.24% (vs. -0.56% from the SET). The rebound of COM7 (+1.9%),...
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US Election and Composite/Services PMIs in Japan and the EU
Technically, the SET Index is expected to move in response to the US presidential election results, with an upward trend anticipated if Kamala...
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