SET Index Outlook
Thai electronics stocks continue to benefit from global technology gains, although prices increasingly reflect an Al valuation premium. Oil supply...
86 Views
Primer: Siam Global House (GLOBAL TB) - Aug 2026
Siam Global House is a leading retailer of construction materials and home improvement products in Thailand, primarily serving customers in...
91 Views
SIAM GLOBAL HOUSE Plc. (GLOBAL): Stronger GPM Drove 2Q26 Earnings Above Expectations - Neutral (12M FWD Fair Value Bt7.65)
2Q26 earnings grew both YoY and QoQ, exceeding our expectations, driven by stronger-than-expected gross margin and earnings contributions from...
99 Views
SET Index Outlook
Flooding caused by persistent rain across 25 central provinces, including Bangkok, could temporarily disrupt economic activity, although it is far...
90 Views
SIAM GLOBAL HOUSE Plc. (GLOBAL): Higher GPM to Support 2Q26E Earnings Despite Seasonal QoQ Weakness - Neutral (12M FWD Fair Value Bt7.65)
A higher mix of house-brand products YoY and higher selling prices (following the rise in oil prices are expected to lift GPM both YoY and QoQ...
92 Views