Reality Check IV: Can "Shop Peau Chart" Revive Thai Retailing?
The military government has revived the "Shop Peau Chart" campaign which aims to spur retail spending in the last days of December 2016. We think...
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Macro to Micro: Thai Consumption Has Stagnated. Consumer Stocks Are near Record Valuations- Hmm.
The Thai consumer faces many headwinds: The household sector is more leveraged than in prior cycles; Thai export performance has been poor and...
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Singapore's Strongest Food & Beverage Stocks in 2016 YTD
§ The 10 biggest SGX-listed F&B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August....
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Key Drivers of the Packaged Food Industry
Industry Associations see ongoing transformation of Singapore’s F&B industry as manufacturers look towards innovation, growth, and...
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GFPT Plc. (GFPT): Core Profit To Climb 19% YoY, 1% QoQ in 3Q25E
If 3Q25E results are in line with expectations, 9M25E core profit would reach Bt1.9bn, up 23% YoY and accounting for 90% of the 2025E forecast.
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