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After You PCL (AU TB)
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22
Analysis
Consumer Discretionary
•
Thailand
After You PCL operates a chain of cafeterias. The Company provides beverages, pastries, cakes, buns, and other bakery products. After You serves customers in Thailand.
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bearish
•
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
377 Views
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bullish
•
Thematic (Sector/Industry)
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01 Oct 2016 18:27
American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
Athaporn Arayasantiparb, CFA
234 Views
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