Research Fundamental

Date Topic
23/09/2026
22/09/2026 Banking: 3Q26 Results Preview: Credit Costs Expected To Decline QOQ
21/09/2026 BJC: Site Visit Takeaways: Strong Glass And Retail Recovery
21/09/2026 TTB: 3Q26 Results Preview: Improving Loan Growth And Lower Credit Costs Support Stable Earnings
18/09/2026 TOP: Potential ERU Termination: A Win-Win For TOP And GPSC
17/09/2026 KTC: 3Q26 Results Preview: Expect Loans To Grow yoy And qoq
16/09/2026
16/09/2026 TISCO: 3Q26 Results Preview: Expect Credit Costs To Continue To Decline
15/09/2026
15/09/2026 Industrial Estate: Riding Thailand’s Tech Investment Cycle
14/09/2026 PTT: TOP: CFP Confidence Builds, With PTT Tank Poised To Unlock Long Term Recurring Income
11/09/2026 COM7: The Launch Of The First Foldable iPhone
10/09/2026
10/09/2026 KTC: Current Loan Portfolio Is Healthy; Confident In Asset Quality In 2H26
08/09/2026
08/09/2026 Property: Sector Passes Its 1H26 Trough; Transfer Momentum Expected To Accelerate Towards Year-end
07/09/2026 Food: The Worst Has Passed; Reiterate Positive View On Farm Players
04/09/2026 CPAXT: Acquisition Of The Food Purveyor
03/09/2026 Hotel: Bullish On The Brilliant Outlook
01/09/2026 Finance: 2Q26: Results In Line; Maintain Cautious Lending Policy For 2H26
31/08/2026 Electronics: Despite Persistent Cost Headwinds, 2H26 Earnings Should Improve
28/08/2026 Oil&Gas: Thailand’s Olefins Producers Are Adapting To Rising Industry Risks
28/08/2026 BCH: Strong 3Q26 Outlook, Supported By Both Organic And Inorganic Growth
27/08/2026 PTT: LNG & Trading Set To Replace Legacy Energy As New Growth Engines
27/08/2026

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