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
The Stocks to Own in ASEAN β Vol. 36
Our research team constantly reviews the ASEAN markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
531 Views
The Stocks to Own in Asia β Vol. 34
Our research team constantly reviews the Asian markets to try to find interesting ideas based on Fundamentals or Valuation or Momentum or Risk or...
486 Views
The Stocks to Own in ASEAN β Vol. 35
Since its inception, our FVMR ASEAN Strategy has generated a before-fee total return of 149% versus MSCI ASEANβs 22%. Since the last rebalancing,...
441 Views