Coverage map
Where our earnings reaction work concentrates — markets, sectors, and the kinds of prints we prioritise.
We do not claim universal coverage. Reaction briefings require attention, so we publish where we are strongest and what we usually decline.
SET & Thai listings
Primary focus. Banks, energy, industrials, and consumer names with liquid local order books. Morning prints that set the regional tone are scheduled first.
ASEAN peers
Selected Singapore, Malaysia, and Indonesia listings when they sit in the same peer set as a Thai holding or when a client book already concentrates there.
ADRs & dual listings
Reaction work that spans an overnight ADR print and a local open. We document lag, depth, and which venue led — useful when hedges sit in one line and risk in another.
Sector emphasis
Financials, energy & utilities, selective industrials, and consumer staples/discretionary where earnings language moves the tape. Pure micro-cap stories without a readable reaction history are usually declined.
What we typically decline
- Illiquid names where a “reaction” is mostly a single block trade
- First-day IPO prints without a prior earnings history
- Requests for continuous intraday chat coverage across an entire index
- Work that requires brokerage execution or custody
How coverage meets a briefing
If your ticker sits inside this map, start with the Earnings Reaction Briefing. If you are unsure whether a peer print belongs on our desk, ask — we would rather decline early than stretch a season thin.