
Daily Focus 2025 SET Target :1180
หน้า 1 จาก 3
1,200 1,230
Foreign Fund Flows
(US Million)
Local Institution (Bt mn)
Top 5 Short sell Turnover THBmn (SET)
Source: Bloomberg,
Setsmart
:
: Housing Startas (
: Fed Chair Powell Speech
:Existing Home Sales (
: (
:ECB
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SET Index
40.481,198.11 6.3
DELTA AOT 1.1
2.5Long Index Futures
1.6
SET Index
Sentiment 1,230
Video Conference
0%
36% 20%
20%
13% 1
Laggard
1,180 EPS 84 PER 14 Bull Case EPS
88 PE 14.5-15 1,275-1,320
Q
: ITC, KCE, NEO, OSP, SCGP
FSSIA PortfolioBA, CENTEL, CPALL, KBANK, MTC, NSL, OSP, PR9, STECON
KTC
KTC ROA
Credit cost
Q q-q, y-y
y-y
NPL Valuation
E P/E x P/BV x div. yield
Fund Flow
US$ US$
US$ US$
BBL Q q-q, y-y
NPL ratio
QNPL BBL
NPL QQNPL coverage ratio
H
BCH segments
Q q-q, + y-y
q-q y-y OPD
Ramadan
HH
y-y Q
MOSHI Q
margin
SG&A SSSG y-y
Q low season
Q
festive season y-y