SET Index Outlook
Crude prices remain elevated on tight supply. US long-term bond yields hit a 24-year high, benefiting banks and insurers and supporting further US...
89 Views
NORTH EAST RUBBER Plc. (NER): Improved QoQ Margins Supported Earnings - Outperform (12M FWD Fair Value Bt4.96)
We maintain our Outperform rating with a new 12-month forward fair value of Bt4.96, based on a required return of 19.7% and a target PER of 5.0x...
107 Views
North East Rubber Plc. (NER): 1Q26 Core Profit Softens; 2026E Recovery Expected
KTX maintains an Outperform rating with a 12M forward fair value of Bt5.25, based on a required return of 20.9%, implying a PER of 4.8x.
117 Views
NORTH EAST RUBBER Plc.: Share Price Lags Rubber Prices And Peers
We lower our FV to reflect earnings downgrades; however, the stock still offers 8% upside to our revised FV. NER remains a key beneficiary of the...
126 Views
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...
142 Views