Research Fundamental

Date Topic
18/09/2025
17/09/2025 Oil & Gas: China’s Anti-Involution Policy: A Long-Term Game Changer
16/09/2025 THAI: Resuming Normal Operations
15/09/2025 AEONTS: 2QFY26 Results Preview: Gain From Sale Of Written-Off Receivables To Boost Earnings
12/09/2025 ITC: Tariff Fears Fading, Sustained Export Growth In 2H25; Upgrade To BUY
11/09/2025 IVL: Strong Beneficiary Of US Reciprocal Tariffs
10/09/2025 COM7: Limited Upside After Price Rally, Downgrade to HOLD
09/09/2025 CPN: New Landmark Opens; Optimistic On 2H25 Outlook
08/09/2025 PTT: New Cabinet Reshuffle Positive For PTT
05/09/2025 Hotel : Hope Lies In 4Q25
04/09/2025 Food: Swine downtrend cycle becomes clear.
03/09/2025
03/09/2025 Banking: High household debt level continues to pressure the sector.
02/09/2025 Retail: Slight improvement for home improvement retailers. Staples remain resilient.
29/08/2025 BCH: The return of Kuwaits patients is near.
29/08/2025
28/08/2025 EGCO: Earnings recovery, overseas upside and attractive yield.
28/08/2025 PLANB: Out-of-home leader expected to deliver growth despite economic challenges.
26/08/2025 RATCH: Earnings To Recover With Strong Growth Pipeline And Tailwinds From Rate Cuts
25/08/2025 PTTGC: Production cut plan provides short-term positive sentiment.
22/08/2025 OR: Business strategy focuses on creating a complete ecosystem.
22/08/2025 STECON: On track to achieve new orders, optimistic about core operation in 2H25.
21/08/2025 PTT: Remains financially robust with a healthy dividend.
21/08/2025 CK: Optimistic on core operations; upside expected in 2H25 earnings.
21/08/2025 ORI: Backlog and asset disposals to underpin 2H25 earnings.

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