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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Rubber - Maintain Bullish View on Rubber Prices in 2024E
Given the tighter rubber supply outlook, we remain bullish on the rubber price uptrend in 2024E, which should be an earnings catalyst for rubber...
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North East Rubber - Challenges Behind Downward Earnings Revision
A possible global recession that would weigh on rubber prices and the GPM are the key reasons for our downward revision to NER’s 2023-25E earnings
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Halcyon Agri (HACL SP): Hainan Rubber’s Offer Is Declared Unconditional
The offer (S$0.413 per share) is unconditional and closes on 10 April. Payment is within seven business days of receipt of a valid acceptance. At...
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