Asian Equities: Be Selective - Focus on The "ROE Winners"
​Asia's cheap P/BV compared to the US is due to low ROE. Over the next couple of years Asian ROE is forecast to revive relative to US, driven by...
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View on the SET: Downbeat 3Q24 Earnings Have Pressured the SET's EPS
KTX assesses that pressure on the Bank of Japan (BoJ) to raise interest rates is intensifying due to several factors. We believe that foreign fund...
85 Views
Market Recap October 2024 - VN-Index Declines After Three Months of Gains
The VN-Index (VNI) declined 1.8% in October: The VNI started October with four consecutive declining sessions (VNI: -1.7% from October 1st to 7th)...
376 Views
Monthly Report: October 2024
KTX expects the index to move in a sideways up pattern, with resistance at 1,472/1,494 points and support at 1,423/1,405 points.
365 Views
Monthly Report: September 2024
KTX expects the index to move upward, with intermittent contractions, with the resistance at 1,390/1,410 points and the support at 1,335/1,325 points.
599 Views