Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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Singapore's Strongest Food & Beverage Stocks in 2016 YTD
§ The 10 biggest SGX-listed F&B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August....
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Key Drivers of the Packaged Food Industry
Industry Associations see ongoing transformation of Singapore’s F&B industry as manufacturers look towards innovation, growth, and...
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Thailand Short Interest Weekly (Feb 20th): Intouch, Bangkok Dusit, SCG Packaging, Carabao
We analyzed SET short interest report for the past week and highlighted short interest changes in Intouch, Bangkok Dusit, SCG Packaging, Carabao,...
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