Research Fundamental

Date Topic
13/06/2025
12/06/2025 Thailand Utilities, Power: Resilient Growth Ahead Amid Macro Uncertainty
11/06/2025 AEONTS: 1QFY26 results preview: Share repurchasing should help to limit downside.
10/06/2025 Thailand Electronics: The path forward is still plagued with uncertainties. We downgrade the sector to UNDERWEIGHT.
09/06/2025 -
06/06/2025 SCGP: Reduced Concerns Over Fajar
06/06/2025 KTB: Maintain 2025 Targets With A qoq Reduction In Credit Cost Guidance
05/06/2025 IVL: Positioned for recovery with global scale, with margin upside.
04/06/2025 Thailand Construction: Update on project bidding activity.
30/05/2025 BDMS : Robust Growth Despite Challenging Environment
29/05/2025 AMATA: Expect Land Presales To Skyrocket qoq In 2Q25
28/05/2025 BCH: No more AdjRW>2 rate cuts.
28/05/2025
27/05/2025
27/05/2025 BJC: Limited Earnings Downside With Good Business Progress
26/05/2025 STECON: Outlook Remains Intact As STECON Stays On Track
23/05/2025 CK: Remain optimistic on CK’s construction business.
22/05/2025 PTT: Adapting business strategies to navigate volatility.
22/05/2025 ORI: Expect 2Q25 to improve qoq; remain cautious about business outlook.
22/05/2025 QH: Expect 2Q25 earnings to improve qoq, but outlook remains challenging.
21/05/2025 PTTGC: Performance Enhancement Results Exceed Expectations
21/05/2025 Thailand Finance: Asset Quality Outlook Remains Positive Thanks To Decent Quality Control
20/05/2025 OR: Domestic Oil Demand Cools Amid Economic Uncertainty
20/05/2025 MINT: Expect MINT’s Hotel Performance To Remain Strong Amid Uncertainties.
19/05/2025 TOP: CFP project is still an overhang.

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