Krungthai XSpring Technical Eng. August 18, 2026
The SET Index was supported by strong 2Q26 earnings, with HANA, CCET, and CRC leading the gains, alongside advances in DELTA and the commerce,...
94 Views
KTX Ahead: US Yield Curve & Thailand's 2Q26 GDP: Potential Catalysts for SET Re-Rating
If Thailand's 2Q26 GDP, due to be released this morning, comes in above expectations, it would confirm that the economy has moved beyond its...
97 Views
Primer: True (TRUEE TB) - Aug 2026
Transformation to a Telco-Tech Company: True Corporation is undergoing a significant transformation, shifting from a traditional...
92 Views
TRUE CORPORATION Plc. (TRUE): Core Earnings Slightly Beat Expectations on Lower Tax Expense – Buy (12M FWD Fair Value Bt16.00)
TRUE reported 2Q26 net profit of Bt6.6bn (+223% YoY, -1% QoQ) and core profit of Bt7.0bn (+67% YoY, +10% QoQ), beating our forecast by 5%. Core...
106 Views
Curator’s Cut: Debt Gets Dearer, Diesel Runs Dry & Strategic Stakes Come Undone
We see which Asian sectors might be impacted by rising rates, how refiners are benefitting from wide crack spreads, and how strategic stakes are...
89 Views