The Stocks to Own in Thailand – Vol. 46
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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Exports in July 2024 Hit a 28-Month High
The international trade account in July recorded a deficit of USD1.37bn, reversing from the surplus of USD0.22bn in June.
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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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