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Thai Union Group (TU-R TB)
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3
Analysis
Consumer Staples
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Thailand
Thai Union Group Public Company Limited provides frozen and canned seafood products. The Company offers seafood products including tuna, sardines, mackerel, herring, and salmon. Thai Union Group serves customers worldwide.
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bullish
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Bumrungrad Hospital Pub Co
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04 May 2020 16:06
Thai M&A (Part 2): Transforming Deals in Other Sectors
With the exception of Bumrungrad (only a potential deal), the deals mentioned in this review are much smaller than those of Part 1, but it shows...
Athaporn Arayasantiparb, CFA
288 Views
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bearish
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Cross Asset Strategy
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03 Feb 2020 07:14
Thai Macro Watch (February): Coronavirus Outbreak, Budget Delay
In this review, we highlight three recent external developments and big-picture domestic issues and how they may impact Thai equities in the short...
Athaporn Arayasantiparb, CFA
315 Views
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bullish
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Thai Union Feedmill
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10 Nov 2019 10:27
IPO Radar: Thai Union Feedmill, TU's Upstream IPO Yo!
We already own Thai Union, so it's not much of a stretch to look at their upstream IPO of TFM (Thai Union Feedmill), which makes shrimp and fish...
Athaporn Arayasantiparb, CFA
409 Views
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bearish
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Thematic (Sector/Industry)
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08 Nov 2019 16:55
Thai Macro Watch (November): GSP Cancellation, Fallout at Thai Summit
Five external news/trends which we highlighted in the recent month: America cuts Thailand's GSP privilege, affecting several companies in the food...
Athaporn Arayasantiparb, CFA
369 Views
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bullish
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Cross Asset Strategy
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01 Jul 2019 10:55
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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