CHAROEN POKPHAND FOODS Plc. (CPF): 2Q26 Profit Down YoY and QoQ; 2H26E Costs Rise, Prices Recover - Neutral (12M FWD Fair Value Bt21.30)
2Q26 core profit declined both YoY and QoQ due to lower meat prices in Thailand, Vietnam, and China, coupled with higher raw material costs, which...
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Krungthai XSpring Zoom Eng. July 27, 2026
Brent crude prices fell 4-5% following the temporary ceasefire between the US and Iran. Thailand's exports rose 20.8% YoY in June, beating market...
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Krungthai XSpring Zoom Eng. July 6, 2026
We expect Thai listed companies' earnings per share (EPS) to have bottomed out and re-enter an upward YoY trajectory in 2H26, providing a key...
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Krungthai XSpring Zoom Eng. June 23, 2026
The Joint Public-Private Consultative Committee aims to drive GDP growth above 3% through enhanced trade and investment development.
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Krungthai XSpring Zoom Eng. June 16, 2026
The US and Iran have signed a peace agreement electronically, putting further pressure on crude oil prices, which fell another 5%, alongside...
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