KTX Tactical Picks - October 12, 2026 (Eng.)
We recommend selling TOP to limit losses at a holding-period return of -5.8%. KKP has fallen out of the rankings with a holding-period return of...
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THAI OIL Plc. (TOP): Strong 2Q26 Core Profit; Stock Losses and Negative One-Offs
2Q26 core profit was strong at Bt17.6bn, but negative one-off items reduced net profit to Bt8.3bn, still 8% above our forecast. Despite a...
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Tight Global Diesel Supply Keeps Cracks/GRMs High Longer; Marketing Margins at Risk
Global diesel supply could tighten further if the US restricts diesel exports, a measure under consideration. This could keep diesel crack spreads...
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KTX TACTICAL PICKS - August 3, 2026 (Eng.)
TOP fell out of our ranking criteria, delivering a holding-period return of +1.8%. Most portfolio holdings advanced, including energy stocks,...
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THAI OIL Plc. (TOP): Strong 2Q26E Core Profit; One-Off Items Weigh on NP; Forecasts Raised
We expect a very strong 2Q26E core profit of Bt16.0bn, although negative one-off items should have reduced net profit to Bt7.6bn. The result is...
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