ENTITY

S&P Syndicate (SNP TB)

11
Analysis
Consumer DiscretionaryThailand
S&P Syndicate Public Company Limited and its subsidiaries owns and operates S&P restaurant chain. The Company also produces bakery snack, and canned food products under its S&P brand name.
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02 Feb 2017 23:29

Quick Run Down on Valentine Stocks...Sad!

We ran through the list of Valentine-themed stocks and found that it's almost impossible to find anything reasonable from a valuation standpoint...

31 Jan 2017 11:39

This Ain't Winterfell, Summer Is Coming!

Only Gets Hotter from Here On. Summer typically starts in February in Thailand. In the South, there are only two seasons, but elsewhere, summer...

17 Jan 2017 17:35

Turnarounds: Finding A Phoenix In the Land of the Dead

In this review, we highlight the importance for investors to: 1) not 'jump the gun' and sell on companies that are in decline; and 2) think...

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...

bearishMacroeconomics
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...

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