7-Eleven Lifts Core Profit; CPAXT Extra Costs Hit NP
We expect 3Q26E core profit to rise YoY on strong CVS sales and GPM, but decline QoQ due to seasonality and the impact of Thai Chuai Thai Plus. If...
88 Views
SET Index Outlook
Thai electronics stocks continue to benefit from global technology gains, although prices increasingly reflect an Al valuation premium. Oil supply...
86 Views
Market Volatility to Persist in October 2026, But Recovery Prospects Improve
KTX expects the SET to trade within 1,549–1,600. Uncertainty over the Fed's rate outlook may keep the index volatile early in the month. A...
102 Views
SET Index Outlook
Flooding caused by persistent rain across 25 central provinces, including Bangkok, could temporarily disrupt economic activity, although it is far...
90 Views
CP ALL Plc. (CPALL): 2Q26E Earnings Expected to Rise 4% YoY but Decline 18% QoQ - Outperform (12M FWD Fair Value Bt47.00)
We expect 2Q26E earnings to increase YoY, supported by stronger convenience store (CVS) sales and gross margin, but decline QoQ due to seasonal...
108 Views