SAPPE Plc. (SAPPE): Overseas Sales Recovering; 5–6% Annual Dividend Yield Expected - Neutral (12M FWD Fair Value Bt34.50)
We have a neutral view on the gradual recovery in overseas markets. We therefore maintain our 2026-28E earnings forecasts, which imply average...
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Krungthai XSpring Zoom Eng. September 3, 2026
The 10-year US Treasury yield eased to 4.78% as markets lowered the probability of a Fed rate hike in September following weak employment...
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Recommendation: Sell On Rises, Buy On Dips
The SET index dropped more than expected, primarily due to the disappointing performances of AOT and CPN, along with ADVANC retreating after a...
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Technical Analysis
Although Asian bourses rebounded and there were no new negative factors in the market, the SET still fell sharply despite initial attempts to...
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Underweight Thai Equities; Overweight Bonds Instead
Thailand's inflation rate for the first nine months of 2024 was just +0.2% YoY - significantly lower than the BoT's forecast of +0.6% YoY but...
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