SET Index Outlook
Crude prices remain elevated on tight supply. US long-term bond yields hit a 24-year high, benefiting banks and insurers and supporting further US...
89 Views
SRI TRANG GLOVES (THAILAND) Plc. (STGT): Strong 2Q26 Earnings Driven by Middle East Tensions
We maintain our Neutral rating with a new 12-month forward fair value (FV) of Bt10.50, based on a 4.5% required return and implying a PER of 22.6x...
95 Views
SRI TRANG GLOVES (THAILAND) Plc. (STGT): 1Q26 Weak; Iran Incident Supports 2Q26E
KTX is reviewing our forecasts, rating, and fair value (FV) (currently Neutral with a Bt8.55 FV) for STGA, as the Iran situation could support...
113 Views
Krungthai XSpring Zoom Eng. July 27, 2026
Brent crude prices fell 4-5% following the temporary ceasefire between the US and Iran. Thailand's exports rose 20.8% YoY in June, beating market...
112 Views
Krungthai XSpring Zoom Eng. May 29, 2026
The US and Iran have reached a draft agreement to extend the ceasefire by another 60 days, while the Strait of Hormuz is set to fully reopen for...
135 Views