Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Equity Bottom-Up

<ul>
<li>We recommend selling MICRON with a holding-period return of +3.3% and opening positions in ADVANT80, MRVL80, HPE80 and NBIS80, all linked to Al-related businesses.</li>
<li>Our KTX Tactical DR Port was relatively flat (-0.16%), as strong gains in US stocks were offset by declines in BIREN23 and WUXI06.</li>
<li>Our KTX Baht Tracker indicates that the THB is becoming excessively strong.</li>
</ul>


We recommend selling MICRON with a holding-period return of +3.3% and opening positions in ADVANT80, MRVL80, HPE80 and NBIS80, all linked to Al-related businesses.
Our KTX Tactical DR Port was relatively flat (-0.16%), as strong gains in US stocks were offset by declines in BIREN23 and WUXI06.
Our KTX Baht Tracker indicates that the THB is becoming excessively strong.


<ul>
<li>We recommend selling MICRON80, with a 1.8% loss, after it has fallen below our ranking threshold.</li>
<li>Our KTX Tactical DR Portfolio's average return declined 0.47%, in line with global equity markets, amid persistent concerns over a potential Fed rate hike and the conflict in the Middle East.</li>
<li>According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.</li>
</ul>


We recommend selling MICRON80, with a 1.8% loss, after it has fallen below our ranking threshold.
Our KTX Tactical DR Portfolio's average return declined 0.47%, in line with global equity markets, amid persistent concerns over a potential Fed rate hike and the conflict in the Middle East.
According to our KTX Baht Tracker, the Thai baht has begun to rebound from previously oversold levels.


KTX Tactical DR Picks - September 14, 2026 (Eng.)

<ul>
<li>There have been no changes to the KTX Tactical DR portfolio today.</li>
<li>Our KTX Tactical DR Portfolio delivered an average return of +0.15 %.</li>
<li>The rebound in semiconductor and infrastructure names, led by MICRON80 and DELL19, was partly offset by weakness in software stocks such as DDOG19 and PANW80.</li>
</ul>


There have been no changes to the KTX Tactical DR portfolio today.
Our KTX Tactical DR Portfolio delivered an average return of +0.15 %.
The rebound in semiconductor and infrastructure names, led by MICRON80 and DELL19, was partly offset by weakness in software stocks such as DDOG19 and PANW80.


KTX Tactical DR Picks - July 23, 2026 (Eng.)

<ul><li>We recommend taking profit on WUXI06 after its holding-period return reached 20.0%.</li><li>We also recommend opening positions in MICRON80, a memory-chip leader; ZAI23, a Chinese Al model developer, as the market rotates back into technology stocks; and GRAB80, a major Southeast Asian delivery platform.</li><li>Our KTX Tactical DR Port rose 1.62%, driven by gains in technology and Al stocks following META's development of the MUSE model.</li></ul>

We recommend taking profit on WUXI06 after its holding-period return reached 20.0%.We also recommend opening positions in MICRON80, a memory-chip leader; ZAI23, a Chinese Al model developer, as the market rotates back into technology stocks; and GRAB80, a major Southeast Asian delivery platform.Our KTX Tactical DR Port rose 1.62%, driven by gains in technology and Al stocks following META's development of the MUSE model.

United States

Micron Technology, Inc. is an American multinational semiconductor company that designs, manufactures, and sells memory and storage products worldwide. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, and solid-state drives (SSDs) used in computing, mobile devices, data centers, and automotive applications. Micron Technology was founded in 1978 and is headquartered in Boise, Idaho, U.S..

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Micron Technology (MICRON03 TB)

KTX Tactical DR Picks

We recommend selling MICRON with a holding-period return of +3.3% and opening positions in ADVANT80, MRVL80, HPE80 and NBIS80, all linked to...

Krungthai XSpring

KTX Tactical DR Picks - September 14, 2026 (Eng.)

We recommend selling MICRON80, with a 1.8% loss, after it has fallen below our ranking threshold. Our KTX Tactical DR Portfolio's average return...

Krungthai XSpring

KTX Tactical DR Picks - July 23, 2026 (Eng.)

There have been no changes to the KTX Tactical DR portfolio today. Our KTX Tactical DR Portfolio delivered an average return of +0.15 %. The...

Krungthai XSpring

Tactical Holdings

We recommend taking profit on WUXI06 after its holding-period return reached 20.0%. We also recommend opening positions in MICRON80, a memory-chip...

Krungthai XSpring

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