Charoen Pokphand Foods - Expect 2024E Earnings to Turn Around from Loss in 2023E
We maintain our Neutral call. Although the valuation metrics suggest that the short-term fundamentals are unattractive, the long-term growth...
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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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Technical Analysis - APRIL 30, 2024
The SET was volatile, moving in a narrow range after being pressured by shrinking March export figures and profit taking on DELTA.
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