Krungthai XSpring Technical Eng. August 15, 2025
Although the market faced no negative catalysts, profit-taking — coupled with selling pressure from domestic funds and foreign investors — pulled...
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Krungthai XSpring Technical Eng. August 14, 2025
The SET surged in line with other Asian bourses, buoyed by expectations of a Fed rate cut and the MPC’s 0.25% policy rate reduction.
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Industry Update: US Tariffs on Thai Livestock - AUGUST 4, 2025
US tariffs on Thai livestock in case Thailand opens up imports of certain agricultural products from the US at a 0% tariff rate
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Agro & Food Industry - Swine Prices in Thailand and Vietnam Softened in June...
With strong momentum in broiler and swine prices and declining raw material costs supporting continued margin improvement, we expect 2Q25E earnings...
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Industry Update - Will the Meat Sector Benefit from US Tariffs?
We maintain a Neutral sector weighting and highlight TFG as the most attractive pick based on the valuation metrics (Outperform; FV = Bt5.95).
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