Economic Update – Exports & Imports - October 30, 2024
KTX expects the trade balance to continue showing surpluses for the remainder of the year, following a second consecutive monthly surplus in...
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Consumer (Q2FY25 Results Preview): One more soft quarter but outlook is improving
We expect our consumer coverage to report revenue growth in mid-single-digits (6% yoy), driven by volume growth. At an aggregate level, we expect...
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Exports in July 2024 Hit a 28-Month High
The international trade account in July recorded a deficit of USD1.37bn, reversing from the surplus of USD0.22bn in June.
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Industry Update: Pet Food - Solid Fundamentals but Growth Projected to Be Slower (JULY 25, 2024)
We hold a neutral view toward Thai pet food stocks. While the sector has solid fundamentals, the growth trend appears to be diminishing compared to...
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Post Budget Analysis and Stock Ideas
Our esteemed Finance Minister Nirmala Sitharaman presented the Union Budget 2024-25 today, marking the seventh consecutive budget under her...
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