Special Report: Strong 2Q26 Earnings Beat Supports SET Earnings Upgrades
2Q26 results for the 116 companies covered by Bloomberg Consensus showed combined net profit of Bt331.87bn, up 25.7% QoQ and 21.8% YoY, beating...
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Automotive: Time to Downgrade to Neutral as Future Risks Mount – Neutral
Since upgrading the auto sector to Overweight in March, share prices across our coverage have rallied 12%-30%, leaving valuations increasingly...
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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...
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Krungthai XSpring Zoom Eng. April 20, 2026
Expect the SET to trend lower in the short term amid ongoing US–Iran posturing.Brent crude jumped over 5% this morning as the Strait of Hormuz...
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GPMs to Help Improve Performance Despite Industry Remaining Weak
The recovery of Thailand's automotive industry remains challenging this year. However, we have started to see positive signs in cost control...
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