Quiddity Leaderboard SET50 Dec 24: 3 Changes Likely; INTUCH-GULF Merger Should Be Monitored
Although there are only three changes expected right now, there are multiple names just outside the border requiring small relative price changes...
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Economic Update – Exports & Imports - Jul 30, 2024
Despite the contraction of exports in June at -0.3% YoY, we still believe that Thai international trade will meet the 2024E forecasts of the NESDC
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Economic Update – Exports & Imports - June 24, 2024
KTX anticipates a potential improvement in Thailand's international trade for the remainder of the year, following May’s trade surplus of USD0.656bn.
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Agri & Food: Momentum in 2Q24E Expected to Grow YoY and QoQ
In particular, major meat operators, including those engaged in the swine business in Vietnam, are anticipated to shift from losses in 2Q23 to profits
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Meat Sector – Thai Swine Prices to Recover in 2H24E
The Thai swine industry is anticipated to face continued challenges this year, though not as severe as the difficulties encountered in 2023.
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