FTREIT TB: 3QFY26 Core Profit Up on Expanded Area: Neutral (12M FWD Fair Value Bt12.80)
The investment rating is downgraded to Neutral from Buy because the share price has risen 8.4% since the previous report in May 2026, leaving the...
86 Views
FTREIT: 2QFY26 Earnings Reflect Robust Investment Demand
Our rating is upgraded to BUY (from Neutral), driven by a 14% upside to our new fair value and an improved tactical view (from very limited upside...
96 Views
FTREIT: Strong Demand Supported 1QFY26 Earnings – Neutral (12M FWD Fair Value Bt12.40)
1QFY26 performance reflects FTREIT’s benefit from the acceleration in private investment, which is expected to support a 2-year EPS CAGR of 3.9%,...
138 Views
FTREIT TB: Investment-Driven Growth; Attractive Dividend – Neutral (12M FWD Fair Value Bt11.60)
We estimate fair value at Bt11.60 using the earnings yield method with a 7.3% required return; at this level, FTREIT trades at P/NAV of 1.0x, in...
306 Views
Flash Manufacturing PMIs in August
Technically, the SET Index is expected to move sideways up, with the resistance at 1,344/1,350 points and the support at 1,325 points (75-day...
90 Views