Special Report: Stock Valuation - January 2, 2025
The expansionary fiscal policy of the incoming US president is expected to keep US bond yields high for an extended duration, posing risk of de...
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Agribusiness and Food Sector - DECEMBER 9, 2024
The 4Q24E earnings of the agribusiness and food sector are expected to recover YoY but decline QoQ, particularly for major livestock companies
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Agribusiness and Food and Beverage Sectors - October 4, 2024
The combination of the Vegetarian Festival and the school holiday break is anticipated to exert downward pressure on broiler and swine prices in...
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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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Economic Update – Exports & Imports - Jul 30, 2024
Despite the contraction of exports in June at -0.3% YoY, we still believe that Thai international trade will meet the 2024E forecasts of the NESDC
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