KTX Tactical Picks
No changes were made to the portfolio today. The portfolio rose 0.7% on average, helped in part by a rebound in refinery stocks, outperforming the...
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3Q26E Seasonal Growth; Limited Flood Impact
We expect 3Q26E core profit to rise YoY and QoQ on high-season demand, with no significant impact from Bangkok flooding. Rolling forward the ERP...
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SET Index Outlook
(-) US September core CPI is expected to rise to 2.50% from 2.40% in August, weighing on stock market sentiment today. (-)Brent remains elevated...
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Recommendation: Selective Buy
The SET faced profit-taking despite gains in US stocks as oil prices and US bond yields eased. We maintain our recommendation for selective buying...
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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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