Special Report: 4Q24 Consensus Earnings Summary - March 4, 2025
The combined 4Q24 earnings of 597 stocks in the SET Index (accounting for 98% of total market capitalization) amounted to Bt190,163mn, up 12% YoY...
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Tourism and Airline Sectors - Expect Limited Impact from Uyghur Repatriation
We maintain a Neutral view on the sector and select CENTEL as the top pick (Outperform; TP at Bt39.00), given its stronger-than-peer earnings...
279 Views
The Week That Was in ASEAN@Smartkarma - Grab Holdings, XL Axiata, and SCBX in Bloom
The past week saw insights on Grab Holdings (GRAB US), XL Axiata (EXCL IJ), Siam Commercial Bank (SCB TB), Delta Electronics Thailand (DELTA TB)...
558 Views
The Week That Was in ASEAN@Smartkarma - AKRA's Smelting Up, Wintermar's Upside, and Ultrajaya
The past week saw insights on AKR Corporindo (AKRA IJ), Wintermar Offshore Marine (WINS IJ), Ultrajaya Milk (ULTJ IJ), and Delta Electronics...
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Thailand Short Interest Weekly (Dec 13th): PTT Global Chemical, Bangkok Bank
We analyzed SET short interest report for the past week and highlighted short interest changes in PTT Global Chemical, Bangkok Bank.
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