Sri Trang Agro-Industry - Stands to Benefit from Trump 2.0 Trade Policy
We initiate our coverage on STA with an Outperform rating and a 2025E fair value (FV) of Bt20.12, based on a required return of 6.58%, reflecting...
231 Views
Economic Update – Exports & Imports -JULY 29, 2025
We recommend speculative trading in laggard export-related and industrial estate stocks, namely CCET, CPF, STA, TU, HANA, STGT, BTG, and NER
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Special Report: Reciprocal Tariff - JULY 9, 2025
We recommend speculative buying of stocks affected by concerns over the 36% tariff, namely DELTA, HANA, CCET, SVI, STA, NER, WHA, and AMATA.
256 Views
KTX Zoom: US FOMC Minutes & Nvidia’s Earnings Results - MAY 28, 2025
The SET Index is expected to move up and down within a range of 1,150-1,168/1,176 points today. Based on yesterday’s technical signals, the index...
238 Views
KTX Zoom: Awaiting Tourism-Related Measures from Cabinet Meeting - MAY 27, 2025
The SET Index is technically moving sideways as it waits to determine whether it will continue to decline toward the 1,144- point level, which is a...
233 Views