Primer: VNG (VNG US) - Aug 2026
VNG is Vietnam's premier digital ecosystem, holding dominant market-leading positions in gaming (#1 publisher), messaging (Zalo), and music...
112 Views
KTX Ahead: TH Thailand's 1Q26E GDP Shows Some Fragility, But Strong Investment...
The SET Index has rallied close to our target of 1,566 points (implying less than 5% upside), suggesting more limited room for broad market gains.
114 Views
KTX AHEAD: Global Assets May Be Pulled Back Under Yen Liquidity Pressure
The liquidity crisis in the Japanese yen (JPY) could become a key turning point, potentially positioning baht-denominated assets as a prominent...
177 Views
KTX Tactical DR Picks - February 2, 2026 (Eng.)
Based on our study using the KTX Baht Tracker, the baht has begun to weaken from overvalued levels, suggesting that DR investments may benefit from...
164 Views
Technology: Key Takeaways From The KTX Seminar: Beyond Banking
We remain confident that continued global technological advancements will remain a key driver for the technology sector in 2026, as corporate...
149 Views