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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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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
413 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
376 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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480 Views
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bullish
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Thematic (Sector/Industry)
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28 Jun 2019 04:30
Thematic Picks for Mid-Year 2019
A lot changes in six months. Thanks to Trump's renewed vigor on the trade wars, the Baht is strengthening against the dollar, and there is strong...
Athaporn Arayasantiparb, CFA
532 Views
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bullish
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Cross Asset Strategy
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17 Jun 2019 13:06
The Week that Was in ASEAN@Smartkarma - Indonesian Consumers, Cigarettes, and Mobile World
This 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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608 Views
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