Somboon Advance Technology Plc. (SAT): GPM Expands; Dividend Upside Intact
We expect SAT to report 4Q25 profit of Bt224mn (+6% YoY, +16% QoQ), the highest in two years, supported by a fifth consecutive YoY improvement in GPM.
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Somboon Advance Technology Plc. (SAT): Profit Beat On Higher Other Income And Lower Tax
SAT reported a strong 3Q25 core profit of Bt194mn (+21% YoY, +27% QoQ), beating our and the market’s estimates by 12% and 15%, respectively...
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SOMBOON ADVANCE TECHNOLOGY Plc. (SAT): GPM To Drive Earnings Despite Lower Revenue
SAT’s GPM likely improved YoY for the fourth consecutive quarter despite lower revenue, leading us to estimate 3Q25 core profit at Bt173mn (+8%...
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Automotive: Auto Sales Hit A 33-Month High In December - Neutral
Auto production in December 2025 rose 8.6% YoY, marking a fourth consecutive month of recovery, driven by a 39% YoY surge in domestic auto...
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Automotive: Exports Turning Worrisome - Neutral
We are concerned about the outlook for Thailand’s automobile exports, which have recorded a significant YoY decline over the past two months.
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