Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Equity Bottom-Up

<ul><li>We recommend taking profits on WUXIAT80 with a 19.7% return, along with exiting positions in DDOG19 and NETO3, and cutting losses on BIREN23.</li><li>We also suggest initiating a new position in SHOPO6, driven by upside from Muse Al integration and strong fund inflows into US software equities.</li><li>Our KTX Tactical DR Port posted a return of -0.85% amid heightened US stock market volatility and rising US Treasury yields.</li></ul>

We recommend taking profits on WUXIAT80 with a 19.7% return, along with exiting positions in DDOG19 and NETO3, and cutting losses on BIREN23.We also suggest initiating a new position in SHOPO6, driven by upside from Muse Al integration and strong fund inflows into US software equities.Our KTX Tactical DR Port posted a return of -0.85% amid heightened US stock market volatility and rising US Treasury yields.

Advanced Micro Devices / Equity Bottom-Up

<ul><li>We recommend taking profit on PANW80 with a holding-period return of +14.4% and selling AMD80 with a holding-period return of -3.4%. We recommend adding DELL19 and NETO3 to the portfolio as replacements.</li><li>Our KTX Tactical DR Portfolio's average return rose 0.51% despite renewed tensions between the US and Iran.</li><li>According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.</li></ul>

We recommend taking profit on PANW80 with a holding-period return of +14.4% and selling AMD80 with a holding-period return of -3.4%. We recommend adding DELL19 and NETO3 to the portfolio as replacements.Our KTX Tactical DR Portfolio's average return rose 0.51% despite renewed tensions between the US and Iran.According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.

KTX Tactical DR Picks - August 11, 2026 (Eng.)

<ul>
<li>We recommend cutting loss on TEL80, with a holding-period loss of 7.0%, after the stock breached our predetermined stop-loss level.</li>
<li>Meanwhile, we add DDOG19 to the portfolio, a DR referencing a leading cloud observability and security software company.</li>
<li>Our KTX Tactical DR Portfolio posted an average total return of -0.11%, weighed down by declines in cybersecurity names, particularly PANW80 and NET03, despite a modest gain in the broader market.</li>
</ul>


We recommend cutting loss on TEL80, with a holding-period loss of 7.0%, after the stock breached our predetermined stop-loss level.
Meanwhile, we add DDOG19 to the portfolio, a DR referencing a leading cloud observability and security software company.
Our KTX Tactical DR Portfolio posted an average total return of -0.11%, weighed down by declines in cybersecurity names, particularly PANW80 and NET03, despite a modest gain in the broader market.


KTX Tactical DR Picks - July 21, 2026 (Eng.)

United States

Cloudflare, Inc. designs and develops software solutions. The Company offers platform for load balancing, video streaming, security, analysis, and domain registration. Cloudflare serves customers worldwide.

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Cloudflare (NET US)

KTX Tactical DR Picks

We recommend taking profits on WUXIAT80 with a 19.7% return, along with exiting positions in DDOG19 and NETO3, and cutting losses on BIREN23. We...

Krungthai XSpring

KTX Tactical DR Picks - August 11, 2026 (Eng.)

We recommend taking profit on PANW80 with a holding-period return of +14.4% and selling AMD80 with a holding-period return of -3.4%. We recommend...

Krungthai XSpring

KTX Tactical DR Picks - July 21, 2026 (Eng.)

We recommend cutting loss on TEL80, with a holding-period loss of 7.0%, after the stock breached our predetermined stop-loss level. Meanwhile, we...

Krungthai XSpring

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