GFPT - 2Q24 Core Profit Growth at 68% YoY and 27% QoQ, Slightly Better than Expected
KTX maintains a Neutral rating with a FV of Bt13.38, based on a required return of 10.8%. The valuation metrics suggest a neutral view on the...
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Gfpt - Expect 2Q24E Earnings Growth of 62% YoY and 23% QoQ
TX maintains a Neutral rating (FV = Bt13.38, based on a required return of 10.8%). The valuation metrics suggest that while the share price is...
215 Views
Economic Update – Exports & Imports - Jul 30, 2024
Despite the contraction of exports in June at -0.3% YoY, we still believe that Thai international trade will meet the 2024E forecasts of the NESDC
213 Views
Economic Update – Exports & Imports - June 24, 2024
KTX anticipates a potential improvement in Thailand's international trade for the remainder of the year, following May’s trade surplus of USD0.656bn.
220 Views
Agri & Food: Momentum in 2Q24E Expected to Grow YoY and QoQ
In particular, major meat operators, including those engaged in the swine business in Vietnam, are anticipated to shift from losses in 2Q23 to profits
563 Views