Recommendation: Hold Cash
The SET plummeted, led down by the market's main sectors, namely the energy, finance, ICT, food, electronics and petrol sectors. The index hit a...
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The Stocks to Own in Thailand – Vol. 41
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Since inception, it has gained 115% versus the SET...
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Export Growth Likely to Shrink Further After the Contraction in April of -7.6% YoY
We expect exports in May and June to contract further given the high inventory levels of Thailand's trading partners, the possible economic...
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The Stocks to Own in Thailand – Vol. 40
We highlight 14 stocks in Thailand that look interesting to us based on our FVMR Methodology. Portfolio changes: Five stocks remain, nine new join...
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Inflation in February Dropped to 3.79%
The lower-than-expected inflation reading in February will bolster the SET, especially domestic consumption-related stocks, such as those in the...
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