KTX Tactical Picks - October 8, 2026 (Eng.)
TTB has been removed after failing to meet the ranking criteria, with a holding-period return of -0.2%. We recommend selling TRUE at a loss of...
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Earnings Forecast Revisions to Reflect the MPC's Latest Rate Cut
Commercial banks responded quickly (within two days) after the latest Monetary Policy Committee (MPC) meeting, in which the policy rate was cut by...
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Technical Analysis
Most Asian bourses declined, and the SET awaited the outcome of the US decision on tariff rates to be imposed on Thai exports. This uncertainty...
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Strong 2Q25 Earnings, Supported by Investment Gains...But Banks to Keep Their Guard Up
The combined net profit of six banks in 2Q25 totaled Bt45.2bn, up 6.0% YoY but down 3.3% QoQ, supported by non-interest income particularly...
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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...
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