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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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bearish
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Thematic (Sector/Industry)
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06 Apr 2018 07:22
Thai Macro Watch (April'18): China's Retaliation
The tough thing with mercantilism these days is that it is seldom one-sided. Devalue your currency, the other guy devalues his, and it's a race to...
Athaporn Arayasantiparb, CFA
125 Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2018 07:59
Thai Macro Watch (March'18): Dodging the Global Trade War
Trump followed up his first volley of white goods tariff with one on steel, prompting an increasing real prospect of global trade wars, as other...
Athaporn Arayasantiparb, CFA
168 Views
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bullish
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Thematic (Sector/Industry)
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26 Jan 2018 07:43
Will Alibaba Prevent an All-Out Food Crisis in China?
We believe there is scope for a food crisis in China. In this note, we take a deep look at the dynamics of food consumption in China and note four...
Rickin Thakrar
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193 Views
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bullish
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Thai Union Group
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04 Dec 2017 08:50
Thai Strategy 2018 (Part II): Stock Picks
Starting Off. Now that you have seen the key themes we think will dominate Thai equities for 2018 in the first part of the series, we move on to...
Athaporn Arayasantiparb, CFA
284 Views
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bearish
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Thematic (Sector/Industry)
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03 Dec 2017 07:47
Thai Strategy 2018 (Part I): Key Themes
In this three-part series, MCorpReview highlights the key themes, stock picks, and sector allocations we believe will work best for 2018, which...
Athaporn Arayasantiparb, CFA
229 Views
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