GFPT -Stable Broiler Price, Lower Costs; 1Q24E Earnings Growth at 55% YoY
The valuation metrics suggest a neutral view on the short-term fundamentals and the long-term growth prospects, while the tactical upside is limited.
334 Views
GFPT - Upbeat 4Q23 and 2023 Earnings; 1Q24E Profit to Grow Further
The 4Q23 and 2023 core profit beat our forecasts by 7% and 2%, respectively, due to better-than-expected earnings contributions from affiliates.
148 Views
GFPT - Gloomy Outlook; Two-Year Earnings to Mark A -17% CAGR
The valuation metrics suggest a neutral view in terms of the fundamentals and the long-term prospects, as well as tactically, after the share price...
187 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
Japfa (JAP SP): Evaluating a Potential Privatisation
An attractive takeover premium would be required, irrespective of the offer structure. Funding could be an issue due to the high current leverage.
335 Views