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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I-Tail Corporation Pre-IPO - The Negatives - Non-Uniform Growth
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
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SCG PACKAGING Plc. (SCGP): 1Q26 Earnings Beat on Indonesia Recovery
The Indonesia business has been a persistent lossmaker; its recovery should help unlock valuation overhang that has weighed on the stock throughout...
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SCG PACKAGING Plc. (SCGP): Strong 1Q26E Core Profit - Neutral
KTX maintains a Neutral rating with a 2026E fair value (FV) of Bt20.35, based on the earnings yield method (with a required return of 5.35%),...
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