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GFPT Public Company Limited (GFPT TB)
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62
Analysis
Consumer Staples
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Thailand
GFPT Public Company Limited produces frozen chicken parts and distributes its products under GFPT, Common Food, and Nichirei Core. The Company sells its products to domestic and export markets.
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bullish
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Thematic (Sector/Industry)
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26 Feb 2018 16:21
The Week that Was in ASEAN@Smartkarma - Buoyant Budgets, Hospitals, and Telcos
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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152 Views
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bearish
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GFPT Public Company Limited
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21 Feb 2018 09:33
Too Early to Bottom Feed as Chickens Fly into More Headwinds
Earnings weaknesses likely prolongedA drawback in the domestic chicken price combined with a sharp rise in soy-meal and corn feedstock prices led...
Lloyd Moffatt
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167 Views
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bullish
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Thematic (Sector/Industry)
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04 Jan 2017 17:38
2016 – a Solid Year for STI Consumer Stocks
In 2016, Singapore’s Consumer Staples Sector surged 25.8% on a capitalisation-weighted total return basis. There was a degree of consistency in...
Singapore Exchange Ltd (SGX)
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2k Views
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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
683 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
366 Views
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