CP ALL Pcl (CPALL TB) - Omnipresent Operator
CP ALL is an omnichannel retailer and the largest weighting in MSCI Thailand and has seen pressure from foreign outflows due to political...
49 Views
I-Tail Corporation Pre-IPO - The Negatives - Non-Uniform Growth
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
486 Views
Sector Capsule: Apparel Accessories in Thailand
Headlines Apparel accessories increases by 3% in current value terms in 2016, to reach THB11.2 billion Outbound tourists support the demand for...
4.1k Views
Thailand: Aging Poor
The political uncertainty in the past 2 decades has not subsided, in our judgment. We then expect more unpredictable disruptions and policy...
213 Views
Malaysia Airport (MAHB): Undervalued Tourism Play in SEA
With the tourism recovery, MAHB is well positioned to capture the upside while it trades at a relatively undemanding valuation especially compared...
625 Views