NORTH EAST RUBBER Plc. (NER): Weak 4Q25 Core Profit; Recovery Yean In 2026E
We downgrade NER to Neutral from Outperform, as the share price has risen close to our fair value of Bt5.38, based on a 20.7% required return and...
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The Stocks to Own in Thailand – Vol. 54
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: five stocks remain, nine new join...
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North East Rubber Plc. (NER): Soft 3Q25 Profit On Weaker Margin
The pressure from lower rubber prices and a stronger baht is expected to ease in 4Q25E, while in 2026E, we see weather conditions likely supporting...
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Krungthai XSpring Zoom Eng. April 17, 2026
The Thai market closed at 1,489.73, down 17.11 points (-1.14%), driven mainly by a 5.68% drop in DELTA, which alone dragged the SET by 17.75 points.
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Krungthai XSpring Technical Eng. April 7, 2026
We recommend buying on weakness, as the index has the potential to rebound quickly. Many global markets were closed for Good Friday.
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