Krungthai XSpring Zoom Eng. July 17, 2026
Thai equities continue to benefit from fund rotation into value stocks, offsetting selling pressure on technology shares amid concerns over the...
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SYNNEX (THAILAND) Plc. (SYNEX): 2Q26E Core Earnings to Extend Growth; Outlook Remains Strong - Outperform (12M FWD Fair Value Bt10.70)
We expect SYNEX to deliver its strongest quarterly earnings in three years in 2Q26E, with net profit of Bt193mn (+17% YoY, +9% QoQ), supported by...
94 Views
Krungthai XSpring Zoom Eng. July 7, 2026
US equities advanced (S&P 500 +0.72%, Nasdaq +1.12%), supported by continued buying in AI-related technology stocks. Thailand's 10-year...
93 Views
Com7 - Unattractive Valuation and Maturing Growth
We initiate our coverage on COM7 with a Sell rating and a FY2024 fair value of Bt14.75, based on a required rate of return of 8.84%.
297 Views
Big Cap Update - COM7 Plc. (COM7)
The earnings growth should be bolstered by expected sales growth of 18% YoY, driven by surging iPhone demand after the restocking in late 2022 to...
512 Views