SET Index Outlook
Markets are pricing in a lower probability of an October Fed rate hike as the US labor market weakens and consumer confidence plunges, supporting...
91 Views
KTX Tactical Picks - July 31, 2026 (Eng.)
We recommend divesting KBANK to lock in +3.7% holding-period return, as the stock has fallen our ranking criteria. Additionally, we are exiting...
105 Views
SET Index Outlook
The US 10-year Treasury yield rose to 5.23% amid inflation concerns and pressure from Treasury auctions, weighing on risk assets. Brent crude...
93 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
KASIKORNBANK PUBLIC COMPANY LIMITED (KBANK): Manageable Asset Quality; Strong Non-NII - Outperform (12M FWD Fair Value Bt250.00)
We maintain our Outperform rating and raise our 12-month forward fair value to Bt250.00 (from Bt237.00), based on 1.00x PBV (from 0.94x),...
98 Views