Delta Electronics (Thailand) - Potential for Rerating of Valuation in FY2025E and FY2026E
We initiate our coverage on DELTA with a Neutral rating and a 12M fair value of Bt60.25, based on a required rate of return of 2.29%, as we view...
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Special Report: Impact of Reciprocal Tariffs - APRIL 11, 2025
The US has announced the implementation of reciprocal tariffs on its global trade partners. In the worst-case scenario, Thailand may face a tariff...
379 Views
KTX Zoom: MSCI Rebalancing, Effective Today - FEBRUARY 28, 2025
Technically, the SET Index is expected to weaken, with the support levels at 1,210/1,206 points and the resistance at 1,225/1,233 points.
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KTX Zoom - FEBRUARY 27, 2025
Technically, the SET Index is expected to continue moving upward, with the resistance at 1,240/1,247 points (10-day EMA) and the support at 1,227...
345 Views
Changing Landscape for Global Plays - Shifting the Allocation of Global Plays Toward Asia
The global economy is less synchronized than in the past, meaning that a global plays strategy should be more area focused to enhance the growth...
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