Automotive: Time to Downgrade to Neutral as Future Risks Mount – Neutral
Since upgrading the auto sector to Overweight in March, share prices across our coverage have rallied 12%-30%, leaving valuations increasingly...
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SOMBOON ADVANCE TECHNOLOGY Plc. (SAT): Short-Term Risks, Long-Term Appeal Driven by Dividends
We view SAT as the most exposed to the US–Iran conflict, given its key customers (Toyota, Mitsubishi) have the highest export exposure to the...
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KTX Tactical DR Picks - August 19, 2025 (Eng.)
We recommend closing the investment positions in SONY80 and MITSU19 with gains of 8.7% and 0.9%, respectively, while opening a new position in...
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KTX Tactical DR Picks - August 8, 2025 (Eng.)
We recommend selling MSFT80, NONGFU80, and BKNG80 with returns of 4.6%, -0.3%, and -3.0%, respectively. At the same time, we recommend initiating...
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KTX Tactical DR Picks
For the KTX Tactical DR Picks portfolio, we recommend taking profit on AMAZN80 and MITSU19, with returns of +1.9% and -2.9%, respectively, and...
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