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บทวิเคราะห์รายบริษัท

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07/04/2026 - DEPOSITARY RECEIPT (DR) STRATEGY - Jobs Surprise, AI Arms Race, and a Streaming Play
06/04/2026 - THAILAND STRATEGY - The $100 Oil Reality & The Cabinet's Crucible
03/04/2026 PTTEP : - PTT EXPLORATION & PRODUCTION (PTTEP TB) - Noise Masks Core Growth
03/04/2026 TACC : "Buy" ราคาที่เหมาะสม : 6.20 - TACC_Prev1Q69_Update_Paper
02/04/2026 META80 : - META80 (DR) - Noise Fades, the Algorithm Stays
01/04/2026 - THAILAND UTILITIES - SPPs Under the Lens
01/04/2026 UNIX : ราคาที่เหมาะสม : 2.80 - UNIX_IPO_Update010426_byGBX_Paper
31/03/2026 IVL : - INDORAMA VENTURES (IVL TB) - Repacking the packaging growth
31/03/2026 - DEPOSITARY RECEIPT (DR) STRATEGY - Finally, a Correction, but AI Doesn't Care About the War
30/03/2026 IVL : - INDORAMA VENTURES (IVL TB) - Twin drivers for twilight upsides
30/03/2026 ORN : - ORN_Review4Q68_300326_Template
29/03/2026 - THAILAND STRATEGY - The Q1 Close & The Stagflation Fortress
27/03/2026 BBGI : - BBGI (BBGI TB) - Flying high on fueled by biofuel and SAF
27/03/2026 BCH : "Buy" ราคาที่เหมาะสม : 13.30 - BCH_Prev1Q69_Update_Paper
27/03/2026 XO : "Hold" ราคาที่เหมาะสม : 18.00 - XO_260327_Paper
26/03/2026 AWC : - AWC_Review4Q68_260326_Paper
26/03/2026 CPN : - CENTRAL PATTANA (CPN TB) - The Dawn of the Mega-City
25/03/2026 - THAILAND OIL RETAIL - Improving Supply Visibility Supports Retail Stability
24/03/2026 OR : - PTT OIL AND RETAIL BUSINESS (OR TB) - OR Navigates 1Q26 Pressure
24/03/2026 PTG : - PTG ENERGY (PTG TB) - Earnings Pressure Despite Volume Upside