Special Report - Lower Rates Lift SET 20063 EPS; Top Picks: GULF, BCPG, EGCO, LH
Over a year of declining interest rates has saved SET-listed companies more than Bt14bn per quarter in interest expenses, as the effective interest...
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Thailand Short Interest Weekly (Dec 12th): Intouch, Airports of Thailand, Plan B Media
We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch (INTUCH TB), Airports of Thailand (AOT...
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Gulf Development - Portfolio, Earnings, and Growth Potential
2Q25 core profit was strong, and net profit rose significantly YoY and QoQ from gains on bargain purchases from business consolidation.
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Gulf Development - Strong 2Q25E Core Profit/Outstanding NP
We maintain our Buy rating, reflecting our positive view on the current valuation and a 2Y core EPS CAGR of 12%, which stands out compared to...
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Gulf Development - In-Line 1Q25 NP; Maintain Solid Earnings Outlook
Net profit and core profit in 1Q25 were in line with expectations. We maintain our 2025-27E core profit forecast and expect a 2-year core EPS CAGR...
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