Agribusiness and Food and Beverage Sectors - Sep 5, 2024
In 3Q24E, the earnings of the agribusiness and food sector are expected to recover both YoY and QoQ, particularly for major meat operators with...
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The Week That Was in ASEAN@Smartkarma - ACES Rebranding Prospects, BNI's Optimism, and Bank Mandiri
The past week has seen insights on Aspirasi Hidup Indonesia (ACES IJ), Bank Negara Indonesia (BBNI IJ), Bank Mandiri (BMRI IJ), Silverlake Axis...
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The Stocks to Own in Thailand – Vol. 46
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Seven stocks remain, seven new...
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Exports in July 2024 Hit a 28-Month High
The international trade account in July recorded a deficit of USD1.37bn, reversing from the surplus of USD0.22bn in June.
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Charoen Pokphand Foods - Strong 2Q24 Core Profit Growth of 14.6-Fold QoQ and a Turnaround YoY
As a result, we maintain our Neutral rating, with a 12M FV of Bt22.25, based on the earnings yield approach and a required return of 7.2%,...
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