Special Report: 4Q24 Consensus Earnings Summary - March 4, 2025
The combined 4Q24 earnings of 597 stocks in the SET Index (accounting for 98% of total market capitalization) amounted to Bt190,163mn, up 12% YoY...
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Energy (Upstream-Downstream) - DECEMBER 17, 2024
We reiterate our preference for downstream over upstream players and favor refiners over oil retailers. Our top pick remains BCP (Outperform; FV at...
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Industry Update: Energy (Oil) - SEPTEMBER 30, 2024
The downward trend in oil prices due to global risks (e.g., increased supply and slower demand amid the unrest in the Middle East) is expected to...
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Energy (Oil Retailers) - Scenarios for a Diesel Price Lift
We maintain a neutral view on the possibility of increasing the retail diesel price ceiling within the range of Bt1-2/liter to Bt31-32/liter due to...
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Technical Analysis - MARCH 6, 2024
The SET fell in line with Asian bourses as a selling force continued to target large cap shares, causing the index to hit a 39-month low.
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