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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Sri Trang Gloves (Thailand) - Earnings Revised Down but Still in Growth Trend
KTX maintains an Outperform rating, with a new fair value (FV) of Bt11.80 (vs. Bt14.69 previously), based on the earnings yield and a required...
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Economic Update – Exports & Imports - Nov 27, 2024
The Ministry of Commerce expects Thailand's exports this year to potentially achieve 4% growth, surpassing the original target of 2%.
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