Earnings Review - Thaifoods Group Plc. (TFG)
The upbeat earnings were thanks to tax credit income of Bt18mn, which was better than our projection by around Bt70mn — we expected tax expenses of...
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COMPANY UPDATE - Thaifoods Group - July 27, 2023
KTX switched our rating to Neutral. Our valuation metrics suggest that the share price is fully valued, but the long-term view on growth is positive.
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Agri & Food: Momentum in 2Q24E Expected to Grow YoY and QoQ
In particular, major meat operators, including those engaged in the swine business in Vietnam, are anticipated to shift from losses in 2Q23 to profits
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Meat Sector – Thai Swine Prices to Recover in 2H24E
The Thai swine industry is anticipated to face continued challenges this year, though not as severe as the difficulties encountered in 2023.
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The Week That Was in ASEAN@Smartkarma - GoTo's Initiatives, Berli Jucker & Big C IPO, and Indocement
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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