บทวิเคราะห์ (Research)

For 1Q25 earnings performances, ALLY showed outstanding growth at 2,224.8% YoY and 116.7% QoQ, followed by CPNREIT, PROSPECT and AMATAR. The remaining funds showed softer earnings QoQ for the period. This reflects solid performances of retail and industrial segments. For investors, we think overall performances were satisfactory as these funds announced dividend as usual after 1Q25 results Further, some funds showed positive fund price movements in May despite negative news flow in the market. We maintain our recommended funds: i) first-tier funds: CPNREIT, WHAIR and AMATAR and ii) second-tier funds: ALLY, GROREIT, LHHOTEL and PROSPECT