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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Trade War Concerns Resurfaced
The SET Index is expected to move in a sideways-up trend due to renewed concerns over a global trade war, after the US president threatened to...
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Special Report: Impact of Reciprocal Tariffs - APRIL 11, 2025
The US has announced the implementation of reciprocal tariffs on its global trade partners. In the worst-case scenario, Thailand may face a tariff...
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Special Report: Reciprocal Tariff - March 12, 2025
As a country with a trade surplus with the US, Thailand faces risks from US tariff measures. The products under surveillance include automotive...
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Influenza Outbreak Supporting Recovery of Healthcare Stocks - FEBRUARY 20, 2025
We expect certain healthcare service stocks and healthcare-related stocks to rebound and outperform the market, driven by the rapid spread of...
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