Meat Sector ā 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.
428 Views
Betagro -In- Line 4Q23 and 2023 Earnings
The GPM is expected to improve clearly in 2H24E. However, the recovery outlook in 1H24E is still at risk, as swine prices may remain stable or weaken.
252 Views
Earnings Review - Betagro Plc. (BTG) - AUGUST 15, 2023
The net loss in 2Q23 represented an earnings deterioration both YoY and QoQ due to significant YoY and QoQ declines in the gross profit margin...
197 Views
SCG Chemicals Pre-IPO -The Negatives - Recent Performance Has Been Weak
SCG Chemicals (SCGC TB) (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we will talk about the not-so-positive...
454 Views
SCG Chemicals Pre-IPO -The Positives - A Strong Regional Player
SCG Chemicals (SCGC) is looking to raise around US$1bn in its upcoming Thailand IPO. In this note, we talk about the positive aspects of the deal.
430 Views