Economic Update: MPC Holds Policy Rate at 1.75% - June 27, 2025
We expect limited downside for interest rates going forward, as the MPC has signaled that the scope for further rate reductions is narrowing.
455 Views
Industry Update: Banking - MAY 8, 2025
KTX has compiled the views of major US banks following US President Trump’s announcement of reciprocal tariffs on “Liberation Day.”
269 Views
Banks Taking a Defensive Stance to Cope With Volatility, As Economic Visibility Remains Unclear
The six banks under our coverage reported a combined net profit of Bt46.7bn, up 6.0% YoY and 14.0% QoQ. However, our outlook has turned more...
83 Views
KTX Zoom: US Earnings Results & Durable Goods Orders - APRIL 24, 2025
We recommend selling into rallies for short-term trading, but accumulate for long-term investors, as this year’s downtrend appears to have come to...
276 Views
KTX Zoom: Composite PMIs of the US, EU, and JP - APRIL 23, 2025
Technically, the SET Index is expected to move in a sideways-up pattern, with the resistance at 1,150/1,157 points (25-day EMA) and the support at...
287 Views