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Carabao Group (CBG TB)
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98
Analysis
Consumer Staples
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Thailand
Carabao Group PCL, through its subsidiary, manufactures and distributes energy drinks.
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bearish
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Thematic (Sector/Industry)
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18 Dec 2016 22:53
Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
Athaporn Arayasantiparb, CFA
684 Views
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bearish
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Macroeconomics
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19 Nov 2016 14:50
Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
Stewart Paterson
370 Views
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bullish
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Ichitan Group
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07 Nov 2016 22:36
Rabble Rousers (Season Finale: The Sugar Water Salesman)
Tan Passakornatee is the Thailand's leading green tea tycoon. He founded Oishi, the market leader which now includes the largest Japanese...
Athaporn Arayasantiparb, CFA
283 Views
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bullish
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Thematic (Sector/Industry)
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31 Aug 2016 11:27
Singapore's Strongest Food & Beverage Stocks in 2016 YTD
§ The 10 biggest SGX-listed F&B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August....
Singapore Exchange Ltd (SGX)
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509 Views
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bullish
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Thematic (Sector/Industry)
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25 Aug 2016 14:03
Key Drivers of the Packaged Food Industry
Industry Associations see ongoing transformation of Singapore’s F&B industry as manufacturers look towards innovation, growth, and...
Singapore Exchange Ltd (SGX)
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303 Views
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