KTX Tactical Picks - September 17, 2026 (Eng.)
CENTEL has fallen out of our ranking criteria, with a holding-period return of -2.5%. We add DOHOME and SCGP to the portfolio as...
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SET Index Outlook
Thai electronics stocks continue to benefit from global technology gains, although prices increasingly reflect an Al valuation premium. Oil supply...
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KTX TACTICAL PICKS - September 9, 2026 (Eng.)
We recommend selling DOHOME (after its earnings growth fell below our 5% threshold) and KTC (after it dropped out of our ranking criteria), with...
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Recommendation: Buy On Weakness
Tokyo, Taiwan and South Korean stock markets surged, while the US PCE inflation figure came in below expectations, raising hopes for a rebound in...
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KTX Tactical Picks
DOHOME has been removed from the portfolio (holding-period return of -0.2%) after its 12-month forward earnings growth forecast was revised to...
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