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...
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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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Swire Pac (19 HK): Thai Beverage Spin-Off
Quantifying unlisted operations is positive. However, unless ThaiNamthip's valuation surprises to the upside, its listing impact may be limited....
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Haad Thip Meeting (HTC TB)
Steady performance but the higher sugar tax is a near-term headwind. Last week, I had the great pleasure of meeting with Chief Financial Officer...
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