3Q26E Earnings Softer QoQ but Still Strong
We maintain an Outperform rating, with a revised 12-month forward fair value of Bt37.50, based on a 4.8% required return and implying 20.7x PER...
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SCG Packaging (SCGP TB): Synthetic Expert Call Transcript (22 Sep 2026)
The turnaround of PT Fajar Surya Wisesa Tbk (Fajar) to bottom-line breakeven in mid-2Q2026 is the primary driver of SCG Packaging’s (SCGP)...
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SCG PACKAGING Plc. (SCGP): SCGP - TCG Acquires a 90% Stake in Thai Paper Packaging Producer JZF - Outperform (12M FWD Fair Value Bt33.75)
Although the transaction is small relative to SCGP's business, it was priced attractively at around 0.4x P/S, versus SCGP's 1.0x. It also offers...
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Krungthai XSpring Technical Eng. August 19, 2026
We view yesterday's decline as short-term profit taking, as selling pressure was relatively limited. The absence of a sharp decline suggests that...
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KTX Tactical Picks - August 7, 2026 (Eng.)
We remove GPSC from the portfolio after the stock dropped out of our ranking criteria, with a holding-period return of -7.2%. We add SCGP to the...
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