Agro & Food Industry - Swine Prices in Thailand and Vietnam Softened in June...
With strong momentum in broiler and swine prices and declining raw material costs supporting continued margin improvement, we expect 2Q25E earnings...
567 Views
Industry Update - Will the Meat Sector Benefit from US Tariffs?
We maintain a Neutral sector weighting and highlight TFG as the most attractive pick based on the valuation metrics (Outperform; FV = Bt5.95).
419 Views
The Stocks to Own in ASEAN – Vol. 51
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Five stocks remain, nine stocks added.
443 Views
KTX Zoom: US and China Reach a Preliminary Deal; Monitor US Inflation- JUNE 11, 2025
Today, the SET Index is expected to move sideways up, with the support levels at 1,133/1,127 points and the resistance levels at 1,144/1,150 points.
312 Views
KTX Zoom - Awaiting the Outcome of US-China Trade Negotiations; Apple Launches OS 26
Today, the SET Index is expected to move sideways, with the support levels at 1,127/1,114 points and the resistance levels at 1,144/1,150 points.
397 Views