Near-term market conditions may remain risk-off following weakness in global markets. Strategically, we recommend gradual accumulation, focusing on the banking sector, specifically KTB and KBANK. BBL is considered a laggard play, with potential for a share price recovery closer to dividend season.
Regarding the vehicle registration loan sector, we see domestic earnings growth and still prefer MTC, followed by TIDLOR > SAWAD.

Attached Documents :

Bank20261106.pdf