MEGA: Baby and Natural Foods and Wellness Center on the Table
Cheap on a gross profit basis, good price momentum, and improvingasset turnover relative to its sector Its JV with Malee (MALEE TB) to produce...
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MEGA: Baby Food, Natural Food, and Wellness Center on the Way
Cheap on a gross profit basis, good price momentum, and relatively strong analyst recommendation relative to its sector Its JV with Malee (MALEE...
210 Views
The Seaweed Kid & Tipco's Nemesis
Strong Seaweed Growth. Taokaenoi, the country’s largest seaweed producer, posted another roaring results with 34% revenue growth to Bt4.7bn in 2016...
442 Views
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...
384 Views