KTX Tactical Picks - July 22, 2026 (Eng.)
We recommend cutting loss on GLOBAL, with a holding-period return of -5.4%, after the stock breached our predetermined stop-loss threshold. We are...
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SCG PACKAGING Plc. (SCGP): 2Q26 Net Profit Beat Our Forecast/Consensus by 15%/20% - Outperform (12M FWD Fair Value Bt33.75)
We maintain our Outperform rating and 12-month forward fair value of Bt33.75, based on a required return of 4.0% (equivalent to 24.8x PER). Our...
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Krungthai XSpring Zoom Eng. July 22, 2026
(-) 2Q26 results from the major banks ranged from broadly in line with expectations (KBANK, SCB) to below expectations (BBL), providing limited...
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SCG PACKAGING Plc. (SCGP): Strong 2Q26E Earnings on Continued Recovery in Indonesia – Outperform (12M FWD Fair Value Bt33.75)
We maintain our Outperform rating with a 12M forward fair value of Bt33.75, based on a 4.0% required return, implying a target PER of 24.8x. Our...
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Krungthai XSpring Zoom Eng. July 8, 2026
Crude oil prices rose more than 2% this morning amid concerns over tighter supply after the US revoked its waiver on Iranian crude oil exports...
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