Krungthai Xspring KTX TACTICAL PICKS - February 28, 2025 (Eng.)
We re-add KTB to the portfolio, as the market expects its two-year earnings growth to achieve a at 5% CAGR. We suggest selling BLA and TCAP due to...
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KTX Tactical Picks
BLA has been added to the portfolio. The company is expected to deliver strong profit growth in 2025E, driven by a shift toward high-margin...
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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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