3Q26E Flat YoY, Down QoQ; 4Q26E Up YoY/QoQ
We expect 3Q26E profit to remain flat YoY but fall 19% QoQ, with sales and GPM up YoY but down QoQ. This brings 9M26E profit to Bt4.3bn (-2.5% YoY...
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Homepro (HMPRO): Flood Beneficiary
Post the heavy flood in Thailand, the Thai will need to refurbish their homes - enter Homepro. Paying 6% dividend with 23% ROE and trading at 14x...
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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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SET Index Outlook
(+)The CME FedWatch Tool shows a 22.1% probability of an October Fed rate hike, down from 64.2% the previous week, following weaker-than-expected...
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Primer: Home Product Center (HMPRO TB) - Aug 2026
Market Leader Facing Headwinds: Home Product Center (HMPRO) is the largest home improvement retailer in Thailand, but faces challenges from a...
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