Osotspa (OSP TB) IPO: Feel the Buzz
Osotspa is coming to market with Thailand's largest IPO of 2018, raising nearly $450 million in a deal that will value the energy drink maker in...
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Sector Capsule: Rtd (Ready to Drink) Tea in Thailand
RTD tea declined by 11% in off-trade volume terms and by 13% in off-trade current value terms to 479 million litres and THB16.5 billion in...
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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...
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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...
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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...
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