Quiddity Leaderboard SET50 Dec 24: 3 Changes Likely; Some Changes to Expectations
There are names lurking close to border which can still move into and outside the top 50 and cause changes to our list of expected ADDs/DELs. As...
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Special Report – Vayupak Fund 1 (VAYU1)
KTX expects that the sale of Type A investment units of the Vayupak 1 Fund (VAYU1), scheduled for September 16-20, will meet the target of Bt150bn
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Industry Update - Energy (Upstream-Downstream)
We maintain a Neutral investment rating on the sector, reflecting weak industry indicators in 2H24E (e.g., oil prices, refining margins, marketing...
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The Stocks to Own in Thailand – Vol. 46
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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Quiddity Leaderboard SET50 Dec 24: 4 Changes Possible; Reference Period Starts on 1st Sep
We currently see SAWAD, COM7, BANPU, and TCAP as expected ADDs and EA, TIDLOR, CENTEL, and BCP as expected DELs. A couple of these names have 3-4x...
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