Energy Costs Briefly Weigh on 3Q26E Earnings
We maintain a Buy call and a 12M FV of Bt6.40 (9.5% required return), implying 10.5x PER. Strong 2025-28E earnings growth of 9% CAGR is supported...
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Cost Leader Poised for Renewed Revenue Growth
We initiate coverage of SCGD with a Buy rating and a 12-month fair value of Bt6.40 (9.5% required return), implying a P/E of 10.5x. We forecast a...
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SET Index Outlook
The US 10-year Treasury yield rose to 5.23% amid inflation concerns and pressure from Treasury auctions, weighing on risk assets. Brent crude...
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SCGD: Key Takeaways From Prime Vietnam Site Visit - Non-Rated
SCGD manufactures and distributes ceramic tiles, sanitary ware, and surface decoration materials, with production bases in Thailand, Vietnam,...
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Keep a Close Watch on FOMC Meeting and China's Policy Interest Rates
Technically, the SET Index is expected to move sideways, with the support at 1,378/1,373 points and the resistance at 1,387/1,395 points (50-day...
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