MEGA: Baby Food, Natural Food, and Wellness Center on the Way
Cheap on a gross profit basis, good price momentum, and relatively strong analyst recommendation relative to its sector Its JV with Malee (MALEE...
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The Seaweed Kid & Tipco's Nemesis
Strong Seaweed Growth. Taokaenoi, the country’s largest seaweed producer, posted another roaring results with 34% revenue growth to Bt4.7bn in 2016...
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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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